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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 | $1,021 | $104,650-99.0% | $83,854-98.8% | $155,188-99.3% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 12.65% | 28.97%-16.3pp | 31.39%-18.7pp | 148.84%-136.2pp |
| Employer contribution / active EE | $222 | $1,196-81.4% | $1,017-78.2% | $4,248-94.8% |
| Participant deferral / active EE | $844 | $2,367-64.3% | $2,035-58.5% | $6,531-87.1% |
| Admin fee / account holder | $513 | $3,518-85.4% | $3,197-84.0% | $14,480-96.5% |