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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 | $3,078 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-98.9% |
| Participation rate | 33.3% | 74.1%-40.7pp | 68.4%-35.1pp | 83.0%-49.7pp |
| Annual return | 3.18% | 2.55%+0.6pp | 5.24%-2.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $448 | $2,350-80.9% | $1,844-75.7% | $4,869-90.8% |
| Participant deferral / active EE | $465 | $2,962-84.3% | $2,591-82.0% | $5,287-91.2% |
| Admin fee / account holder | $11,726 | $3,725+214.8% | $2,903+303.9% | $10,133+15.7% |