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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 | $3,979 | $107,809-96.3% | $97,032-95.9% | $155,188-97.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 13.28% | 38.06%-24.8pp | 35.38%-22.1pp | 148.84%-135.6pp |
| Employer contribution / active EE | $521 | $2,911-82.1% | $2,629-80.2% | $4,248-87.7% |
| Participant deferral / active EE | $1,118 | $5,129-78.2% | $4,672-76.1% | $6,531-82.9% |
| Admin fee / account holder | $2,536 | $10,717-76.3% | $9,418-73.1% | $14,480-82.5% |