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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 | $2,300 | $106,588-97.8% | $94,215-97.6% | $155,188-98.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 70.0%-30.0pp | 80.8%-40.8pp |
| Annual return | 115.70% | 29.39%+86.3pp | 28.22%+87.5pp | 148.84%-33.1pp |
| Employer contribution / active EE | $1,193 | $3,080-61.3% | $2,675-55.4% | $4,248-71.9% |
| Participant deferral / active EE | $1,790 | $4,802-62.7% | $4,276-58.1% | $6,531-72.6% |
| Admin fee / account holder | $2,354 | $12,281-80.8% | $10,216-77.0% | $14,480-83.7% |