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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 | $3,242 | $103,949-96.9% | $69,182-95.3% | $273,972-98.8% |
| Participation rate | 21.4% | 67.4%-45.9pp | 55.1%-33.7pp | 83.0%-61.6pp |
| Annual return | 44.61% | 35.28%+9.3pp | -21.93%+66.5pp | 41.46%+3.2pp |
| Employer contribution / active EE | $368 | $1,783-79.4% | $1,206-69.5% | $4,869-92.4% |
| Participant deferral / active EE | $420 | $2,716-84.5% | $1,897-77.9% | $5,287-92.1% |
| Admin fee / account holder | $889 | $3,671-75.8% | $2,697-67.0% | $10,133-91.2% |