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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 | $4,291 | $108,882-96.1% | $96,754-95.6% | $154,746-97.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 9.50% | 98.39%-88.9pp | 82.04%-72.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,037 | $3,018-65.6% | $2,679-61.3% | $4,379-76.3% |
| Participant deferral / active EE | $1,634 | $5,323-69.3% | $4,758-65.7% | $6,730-75.7% |
| Admin fee / account holder | $1,568 | $10,200-84.6% | $8,905-82.4% | $14,365-89.1% |