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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 | $2,003 | $108,882-98.2% | $96,754-97.9% | $154,746-98.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 16.74% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $585 | $3,018-80.6% | $2,679-78.2% | $4,379-86.6% |
| Participant deferral / active EE | $1,079 | $5,323-79.7% | $4,758-77.3% | $6,730-84.0% |
| Admin fee / account holder | $2,368 | $10,200-76.8% | $8,905-73.4% | $14,365-83.5% |