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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 | $3,997 | $104,709-96.2% | $85,705-95.3% | $167,553-97.6% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 16.36% | 21.45%-5.1pp | 21.49%-5.1pp | 478.89%-462.5pp |
| Employer contribution / active EE | $992 | $3,338-70.3% | $2,619-62.1% | $4,840-79.5% |
| Participant deferral / active EE | $1,178 | $4,827-75.6% | $3,924-70.0% | $6,343-81.4% |
| Admin fee / account holder | $1,046 | $10,036-89.6% | $6,877-84.8% | $12,316-91.5% |