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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 | $1,582 | $104,650-98.5% | $83,854-98.1% | $155,188-99.0% |
| Participation rate | 61.5% | 65.1%-3.5pp | 59.1%+2.4pp | 80.8%-19.3pp |
| Annual return | 13.58% | 28.97%-15.4pp | 31.39%-17.8pp | 148.84%-135.3pp |
| Employer contribution / active EE | $366 | $1,196-69.4% | $1,017-64.0% | $4,248-91.4% |
| Participant deferral / active EE | $429 | $2,367-81.9% | $2,035-78.9% | $6,531-93.4% |
| Admin fee / account holder | $567 | $3,518-83.9% | $3,197-82.3% | $14,480-96.1% |