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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 | $2,691 | $107,733-97.5% | $92,985-97.1% | $154,746-98.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 18.76% | 30.39%-11.6pp | 27.99%-9.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $604 | $3,126-80.7% | $2,662-77.3% | $4,379-86.2% |
| Participant deferral / active EE | $1,967 | $5,053-61.1% | $4,377-55.1% | $6,730-70.8% |
| Admin fee / account holder | $1,280 | $11,369-88.7% | $9,463-86.5% | $14,365-91.1% |