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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 | $1,026 | $127,296-99.2% | $109,907-99.1% | $167,536-99.4% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.2%-28.1pp | 82.1%-36.0pp |
| Annual return | 11.29% | 22.97%-11.7pp | 29.46%-18.2pp | 478.82%-467.5pp |
| Employer contribution / active EE | $587 | $3,325-82.3% | $2,844-79.4% | $4,839-87.9% |
| Participant deferral / active EE | $778 | $4,513-82.8% | $4,047-80.8% | $6,342-87.7% |
| Admin fee / account holder | $310 | $7,119-95.6% | $6,069-94.9% | $12,315-97.5% |