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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 | $4,604 | $85,171-94.6% | $172,752-97.3% | $72,975-93.7% |
| Participation rate | 67.9% | 70.1%-2.2pp | 82.6%-14.8pp | 69.5%-1.6pp |
| Annual return | 25.31% | 27.32%-2.0pp | 802.97%-777.7pp | 81.01%-55.7pp |
| Employer contribution / active EE | $718 | $3,324-78.4% | $5,144-86.0% | $2,440-70.6% |
| Participant deferral / active EE | $1,319 | $3,260-59.6% | $5,198-74.6% | $3,608-63.5% |
| Admin fee / account holder | $458 | $5,880-92.2% | $13,955-96.7% | $5,124-91.1% |