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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 | $3,675 | $110,337-96.7% | $102,383-96.4% | $145,877-97.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 38.22% | 24.83%+13.4pp | 24.94%+13.3pp | 551.28%-513.1pp |
| Employer contribution / active EE | $1,316 | $4,216-68.8% | $3,870-66.0% | $4,663-71.8% |
| Participant deferral / active EE | $6,845 | $5,621+21.8% | $5,060+35.3% | $6,691+2.3% |
| Admin fee / account holder | $1,643 | $9,750-83.1% | $8,391-80.4% | $13,402-87.7% |