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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 | $4,921 | $108,285-95.5% | $77,552-93.7% | $158,982-96.9% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 27.32% | 31.69%-4.4pp | 54.82%-27.5pp | 302.99%-275.7pp |
| Employer contribution / active EE | $419 | $1,325-68.4% | $987-57.6% | $4,763-91.2% |
| Participant deferral / active EE | $1,351 | $2,455-45.0% | $1,861-27.4% | $5,983-77.4% |
| Admin fee / account holder | $958 | $3,709-74.2% | $2,859-66.5% | $11,252-91.5% |