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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 | $3,781 | $109,908-96.6% | $97,161-96.1% | $145,978-97.4% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.1pp |
| Annual return | 27.03% | 243.80%-216.8pp | 75.36%-48.3pp | 550.52%-523.5pp |
| Employer contribution / active EE | $654 | $3,077-78.7% | $2,723-76.0% | $4,662-86.0% |
| Participant deferral / active EE | $947 | $4,679-79.8% | $4,265-77.8% | $6,690-85.8% |
| Admin fee / account holder | $660 | $6,213-89.4% | $5,647-88.3% | $13,400-95.1% |