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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 | $1,580 | $113,338-98.6% | $94,993-98.3% | $147,586-98.9% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 15.98% | 20.80%-4.8pp | 27.14%-11.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $649 | $3,160-79.5% | $2,603-75.1% | $4,876-86.7% |
| Participant deferral / active EE | $758 | $3,777-79.9% | $3,317-77.2% | $5,439-86.1% |
| Admin fee / account holder | $2,088 | $6,063-65.6% | $4,960-57.9% | $10,886-80.8% |