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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 | $1,272 | $69,274-98.2% | $64,097-98.0% | $139,487-99.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 10.24% | 46.00%-35.8pp | 33.75%-23.5pp | 373.84%-363.6pp |
| Employer contribution / active EE | $530 | $3,187-83.4% | $2,750-80.7% | $4,755-88.9% |
| Participant deferral / active EE | $1,675 | $4,685-64.3% | $3,881-56.9% | $6,713-75.1% |
| Admin fee / account holder | $5,849 | $4,247+37.7% | $3,070+90.5% | $11,407-48.7% |