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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 | $87,166-96.9% | $76,735-96.5% | $137,256-98.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 18.76% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $604 | $2,904-79.2% | $2,454-75.4% | $4,156-85.5% |
| Participant deferral / active EE | $1,967 | $4,726-58.4% | $4,088-51.9% | $6,407-69.3% |
| Admin fee / account holder | $1,280 | $8,403-84.8% | $7,189-82.2% | $12,270-89.6% |