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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 | $4,255 | $110,410-96.1% | $102,437-95.8% | $145,897-97.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.67% | 24.85%-8.2pp | 24.95%-8.3pp | 552.29%-535.6pp |
| Employer contribution / active EE | $912 | $4,217-78.4% | $3,871-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $2,262 | $5,622-59.8% | $5,060-55.3% | $6,689-66.2% |
| Admin fee / account holder | $31,722 | $9,745+225.5% | $8,388+278.2% | $13,390+136.9% |