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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 | $4,816 | $176,402-97.3% | $134,162-96.4% | $158,966-97.0% |
| Participation rate | 57.1% | 78.7%-21.6pp | 72.2%-15.0pp | 82.0%-24.8pp |
| Annual return | 22.43% | 63.66%-41.2pp | 36.35%-13.9pp | 302.95%-280.5pp |
| Employer contribution / active EE | $683 | $5,042-86.5% | $3,705-81.6% | $4,762-85.7% |
| Participant deferral / active EE | $962 | $4,093-76.5% | $3,500-72.5% | $5,983-83.9% |
| Admin fee / account holder | $753 | $8,719-91.4% | $6,685-88.7% | $11,250-93.3% |