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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 | $4,047 | $102,245-96.0% | $89,340-95.5% | $137,256-97.1% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 17.65% | 21.89%-4.2pp | 20.57%-2.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $941 | $2,529-62.8% | $2,231-57.8% | $4,156-77.4% |
| Participant deferral / active EE | $1,088 | $4,436-75.5% | $3,823-71.5% | $6,407-83.0% |
| Admin fee / account holder | $6,577 | $8,085-18.6% | $6,704-1.9% | $12,270-46.4% |