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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 | $3,335 | $153,311-97.8% | $109,313-96.9% | $273,972-98.8% |
| Participation rate | 14.3% | 80.1%-65.8pp | 71.3%-57.0pp | 83.0%-68.7pp |
| Annual return | 6.18% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $115 | $5,619-98.0% | $3,892-97.0% | $4,869-97.6% |
| Participant deferral / active EE | $237 | $3,932-94.0% | $3,166-92.5% | $5,287-95.5% |
| Admin fee / account holder | $360 | $8,076-95.5% | $5,666-93.6% | $10,133-96.4% |