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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 | $3,414 | $107,015-96.8% | $73,545-95.4% | $147,585-97.7% |
| Participation rate | 45.8% | 66.4%-20.5pp | 54.9%-9.1pp | 82.8%-37.0pp |
| Annual return | 14.53% | 38.25%-23.7pp | -15.16%+29.7pp | 578.57%-564.0pp |
| Employer contribution / active EE | $391 | $1,760-77.8% | $1,219-67.9% | $4,876-92.0% |
| Participant deferral / active EE | $522 | $2,462-78.8% | $1,806-71.1% | $5,439-90.4% |
| Admin fee / account holder | $598 | $3,055-80.4% | $2,320-74.2% | $10,885-94.5% |