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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 | $2,486 | $100,970-97.5% | $96,576-97.4% | $137,256-98.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.79% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $50 | $3,809-98.7% | $3,553-98.6% | $4,156-98.8% |
| Participant deferral / active EE | $5,737 | $8,286-30.8% | $7,956-27.9% | $6,407-10.5% |
| Admin fee / account holder | $8,536 | $11,312-24.5% | $11,381-25.0% | $12,270-30.4% |