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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 | $103,164-99.9% | $90,259-99.9% | $154,746-99.9% |
| Participation rate | 62.5% | 76.1%-13.6pp | 70.7%-8.2pp | 80.7%-18.2pp |
| Annual return | 15.36% | 19.25%-3.9pp | 18.88%-3.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $229 | $2,532-91.0% | $2,291-90.0% | $4,379-94.8% |
| Participant deferral / active EE | $1,611 | $4,422-63.6% | $3,827-57.9% | $6,730-76.1% |
| Admin fee / account holder | $13,138 | $8,593+52.9% | $7,267+80.8% | $14,365-8.5% |