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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 | $917 | $94,439-99.0% | $73,658-98.8% | $154,746-99.4% |
| Participation rate | 61.5% | 64.7%-3.1pp | 57.0%+4.5pp | 80.7%-19.2pp |
| Annual return | 40.46% | 28.25%+12.2pp | 29.72%+10.7pp | 172.34%-131.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $787 | $2,527-68.8% | $2,062-61.8% | $6,730-88.3% |
| Admin fee / account holder | $814 | $3,843-78.8% | $3,357-75.7% | $14,365-94.3% |