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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 | $4,426 | $109,967-96.0% | $97,197-95.4% | $145,877-97.0% |
| Participation rate | 68.8% | 76.0%-7.2pp | 72.7%-3.9pp | 80.3%-11.6pp |
| Annual return | 12.82% | 244.27%-231.4pp | 75.47%-62.6pp | 551.28%-538.5pp |
| Employer contribution / active EE | $609 | $3,077-80.2% | $2,723-77.6% | $4,663-86.9% |
| Participant deferral / active EE | $1,466 | $4,676-68.6% | $4,263-65.6% | $6,691-78.1% |
| Admin fee / account holder | $658 | $6,199-89.4% | $5,637-88.3% | $13,402-95.1% |