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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 | $97,125-97.9% | $86,233-97.7% | $137,256-98.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $585 | $2,841-79.4% | $2,504-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $1,079 | $5,180-79.2% | $4,559-76.3% | $6,407-83.2% |
| Admin fee / account holder | $2,368 | $9,725-75.6% | $8,342-71.6% | $12,270-80.7% |