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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 | $79 | $106,974-99.9% | $90,796-99.9% | $138,895-99.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.5%-7.0pp | 79.9%-17.4pp |
| Annual return | 15.36% | 20.10%-4.7pp | 19.29%-3.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $229 | $2,609-91.2% | $2,294-90.0% | $4,194-94.5% |
| Participant deferral / active EE | $1,611 | $4,455-63.8% | $3,822-57.8% | $6,396-74.8% |
| Admin fee / account holder | $13,138 | $8,626+52.3% | $7,024+87.1% | $12,562+4.6% |