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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 | $4,079 | $87,546-95.3% | $75,784-94.6% | $125,389-96.7% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $947 | $3,930-75.9% | $3,323-71.5% | $4,866-80.5% |
| Participant deferral / active EE | $2,071 | $4,230-51.0% | $3,652-43.3% | $5,352-61.3% |
| Admin fee / account holder | $341 | $6,503-94.8% | $5,300-93.6% | $9,541-96.4% |