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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 | $104,650-99.1% | $83,854-98.9% | $155,188-99.4% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 12.11% | 28.97%-16.9pp | 31.39%-19.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $158 | $1,196-86.8% | $1,017-84.5% | $4,248-96.3% |
| Participant deferral / active EE | $535 | $2,367-77.4% | $2,035-73.7% | $6,531-91.8% |
| Admin fee / account holder | $347 | $3,518-90.1% | $3,197-89.1% | $14,480-97.6% |