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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 | $4,053 | $114,013-96.4% | $103,693-96.1% | $155,188-97.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 32.18% | 49.31%-17.1pp | 47.61%-15.4pp | 148.84%-116.7pp |
| Employer contribution / active EE | $1,005 | $3,131-67.9% | $2,920-65.6% | $4,248-76.3% |
| Participant deferral / active EE | $1,227 | $4,970-75.3% | $4,579-73.2% | $6,531-81.2% |
| Admin fee / account holder | $941 | $8,407-88.8% | $7,858-88.0% | $14,480-93.5% |