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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 | $3,944 | $108,882-96.4% | $96,754-95.9% | $154,746-97.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 15.49% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,497 | $3,018-50.4% | $2,679-44.1% | $4,379-65.8% |
| Participant deferral / active EE | $2,204 | $5,323-58.6% | $4,758-53.7% | $6,730-67.3% |
| Admin fee / account holder | $10,106 | $10,200-0.9% | $8,905+13.5% | $14,365-29.6% |