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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 | $1,315 | $114,013-98.8% | $103,693-98.7% | $155,188-99.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 44.87% | 49.31%-4.4pp | 47.61%-2.7pp | 148.84%-104.0pp |
| Employer contribution / active EE | $645 | $3,131-79.4% | $2,920-77.9% | $4,248-84.8% |
| Participant deferral / active EE | $1,279 | $4,970-74.3% | $4,579-72.1% | $6,531-80.4% |
| Admin fee / account holder | $2,236 | $8,407-73.4% | $7,858-71.5% | $14,480-84.6% |