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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 | $2,486 | $107,666-97.7% | $102,184-97.6% | $154,746-98.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 14.79% | 29.33%-14.5pp | 31.58%-16.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $50 | $3,846-98.7% | $3,594-98.6% | $4,379-98.9% |
| Participant deferral / active EE | $5,737 | $8,719-34.2% | $8,309-31.0% | $6,730-14.8% |
| Admin fee / account holder | $8,536 | $12,943-34.1% | $11,609-26.5% | $14,365-40.6% |