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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 | $12,327 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-95.5% |
| Participation rate | 56.5% | 74.1%-17.6pp | 68.4%-11.9pp | 83.0%-26.5pp |
| Annual return | 4.11% | 2.55%+1.6pp | 5.24%-1.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $858 | $2,350-63.5% | $1,844-53.5% | $4,869-82.4% |
| Participant deferral / active EE | $1,074 | $2,962-63.7% | $2,591-58.5% | $5,287-79.7% |
| Admin fee / account holder | $4,144 | $3,725+11.3% | $2,903+42.7% | $10,133-59.1% |