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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 | $3,045 | $110,278-97.2% | $95,740-96.8% | $139,466-97.8% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 50.24% | 27.19%+23.0pp | 28.41%+21.8pp | 373.66%-323.4pp |
| Employer contribution / active EE | $691 | $3,260-78.8% | $2,836-75.6% | $4,754-85.5% |
| Participant deferral / active EE | $1,325 | $4,674-71.7% | $4,244-68.8% | $6,712-80.3% |
| Admin fee / account holder | $568 | $6,613-91.4% | $5,676-90.0% | $11,409-95.0% |