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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 | $3,604 | $57,119-93.7% | $85,187-95.8% | $80,935-95.5% |
| Participation rate | 22.1% | 56.4%-34.3pp | 67.5%-45.4pp | 67.7%-45.6pp |
| Annual return | 15.65% | 21.70%-6.1pp | 66.67%-51.0pp | 35.66%-20.0pp |
| Employer contribution / active EE | $403 | $1,802-77.6% | $2,732-85.2% | $2,757-85.4% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,291 | $4,990-74.1% | $6,162-79.1% | $6,924-81.4% |