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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 | $891 | $94,439-99.1% | $73,658-98.8% | $154,746-99.4% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 12.11% | 28.25%-16.1pp | 29.72%-17.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $158 | $1,257-87.4% | $1,032-84.7% | $4,379-96.4% |
| Participant deferral / active EE | $535 | $2,527-78.8% | $2,062-74.1% | $6,730-92.1% |
| Admin fee / account holder | $347 | $3,843-91.0% | $3,357-89.7% | $14,365-97.6% |