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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 | $110,278-96.0% | $95,740-95.4% | $139,466-96.8% |
| Participation rate | 54.5% | 75.7%-21.2pp | 72.3%-17.7pp | 80.3%-25.8pp |
| Annual return | 14.04% | 27.19%-13.2pp | 28.41%-14.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $451 | $3,260-86.2% | $2,836-84.1% | $4,754-90.5% |
| Participant deferral / active EE | $733 | $4,674-84.3% | $4,244-82.7% | $6,712-89.1% |
| Admin fee / account holder | $396 | $6,613-94.0% | $5,676-93.0% | $11,409-96.5% |