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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 | $2,214 | $103,949-97.9% | $69,182-96.8% | $273,972-99.2% |
| Participation rate | 45.8% | 67.4%-21.5pp | 55.1%-9.3pp | 83.0%-37.2pp |
| Annual return | 54.19% | 35.28%+18.9pp | -21.93%+76.1pp | 41.46%+12.7pp |
| Employer contribution / active EE | $325 | $1,783-81.8% | $1,206-73.0% | $4,869-93.3% |
| Participant deferral / active EE | $791 | $2,716-70.9% | $1,897-58.3% | $5,287-85.0% |
| Admin fee / account holder | $354 | $3,671-90.3% | $2,697-86.9% | $10,133-96.5% |