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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 | $3,568 | $110,337-96.8% | $102,383-96.5% | $145,877-97.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 21.45% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $1,384 | $4,216-67.2% | $3,870-64.2% | $4,663-70.3% |
| Participant deferral / active EE | $2,127 | $5,621-62.2% | $5,060-58.0% | $6,691-68.2% |
| Admin fee / account holder | $1,675 | $9,750-82.8% | $8,391-80.0% | $13,402-87.5% |