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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 | $4,621 | $99,652-95.4% | $78,778-94.1% | $147,586-96.9% |
| Participation rate | 45.8% | 76.2%-30.4pp | 69.2%-23.4pp | 82.8%-37.0pp |
| Annual return | 13.92% | 47.28%-33.4pp | 35.62%-21.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $329 | $2,796-88.2% | $1,986-83.4% | $4,876-93.3% |
| Participant deferral / active EE | $1,138 | $3,664-68.9% | $2,958-61.5% | $5,439-79.1% |
| Admin fee / account holder | $2,422 | $7,155-66.2% | $5,134-52.8% | $10,886-77.8% |