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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 | $2,795 | $125,778-97.8% | $114,563-97.6% | $154,746-98.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 15.00% | 295.14%-280.1pp | 241.09%-226.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $233 | $2,806-91.7% | $2,592-91.0% | $4,379-94.7% |
| Participant deferral / active EE | $829 | $4,445-81.4% | $4,142-80.0% | $6,730-87.7% |
| Admin fee / account holder | $3,551 | $8,190-56.6% | $7,623-53.4% | $14,365-75.3% |