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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 | $3,284 | $93,346-96.5% | $71,796-95.4% | $273,972-98.8% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 14.56% | 130.39%-115.8pp | 78.04%-63.5pp | 41.46%-26.9pp |
| Employer contribution / active EE | $672 | $2,733-75.4% | $1,924-65.1% | $4,869-86.2% |
| Participant deferral / active EE | $772 | $3,475-77.8% | $2,794-72.4% | $5,287-85.4% |
| Admin fee / account holder | $416 | $6,571-93.7% | $4,815-91.4% | $10,133-95.9% |