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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,181 | $129,959-97.6% | $104,301-97.0% | $134,532-97.6% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | 0.99% | 42.04%-41.1pp | 24.61%-23.6pp | 418.27%-417.3pp |
| Employer contribution / active EE | $2,771 | $4,185-33.8% | $3,373-17.9% | $4,741-41.6% |
| Participant deferral / active EE | $3,397 | $5,589-39.2% | $4,626-26.6% | $6,401-46.9% |
| Admin fee / account holder | $13,965 | $9,325+49.8% | $7,340+90.2% | $11,429+22.2% |