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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 | $4,690 | $126,113-96.3% | $116,096-96.0% | $155,188-97.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 15.48% | 391.72%-376.2pp | 326.25%-310.8pp | 148.84%-133.4pp |
| Employer contribution / active EE | $895 | $2,672-66.5% | $2,503-64.3% | $4,248-78.9% |
| Participant deferral / active EE | $1,198 | $4,162-71.2% | $3,952-69.7% | $6,531-81.7% |
| Admin fee / account holder | $352 | $8,045-95.6% | $7,704-95.4% | $14,480-97.6% |