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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 | $3,435 | $99,345-96.5% | $84,753-95.9% | $273,972-98.7% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 27.25% | 22.93%+4.3pp | 22.78%+4.5pp | 41.46%-14.2pp |
| Employer contribution / active EE | $797 | $4,214-81.1% | $3,574-77.7% | $4,869-83.6% |
| Participant deferral / active EE | $1,398 | $4,270-67.2% | $3,712-62.3% | $5,287-73.6% |
| Admin fee / account holder | $402 | $6,645-93.9% | $5,333-92.5% | $10,133-96.0% |