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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 | $3,001 | $125,778-97.6% | $114,563-97.4% | $154,746-98.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 28.08% | 295.14%-267.1pp | 241.09%-213.0pp | 172.34%-144.3pp |
| Employer contribution / active EE | $776 | $2,806-72.4% | $2,592-70.1% | $4,379-82.3% |
| Participant deferral / active EE | $1,215 | $4,445-72.7% | $4,142-70.7% | $6,730-81.9% |
| Admin fee / account holder | $2,472 | $8,190-69.8% | $7,623-67.6% | $14,365-82.8% |