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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 | $4,446 | $97,125-95.4% | $86,233-94.8% | $137,256-96.8% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 26.48% | 74.19%-47.7pp | 61.39%-34.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $480 | $2,841-83.1% | $2,504-80.8% | $4,156-88.4% |
| Participant deferral / active EE | $961 | $5,180-81.5% | $4,559-78.9% | $6,407-85.0% |
| Admin fee / account holder | $438 | $9,725-95.5% | $8,342-94.7% | $12,270-96.4% |