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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 | $3,856 | $100,279-96.2% | $81,353-95.3% | $145,884-97.4% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 13.82% | 34.49%-20.7pp | 24.82%-11.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,007 | $2,979-66.2% | $2,464-59.1% | $4,662-78.4% |
| Participant deferral / active EE | $1,202 | $4,611-73.9% | $3,885-69.1% | $6,690-82.0% |
| Admin fee / account holder | $899 | $8,206-89.0% | $5,766-84.4% | $13,392-93.3% |