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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 | $3,319 | $232,540-98.6% | $185,117-98.2% | $147,586-97.8% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 14.34% | 43.03%-28.7pp | 40.50%-26.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $826 | $5,195-84.1% | $4,182-80.2% | $4,876-83.1% |
| Participant deferral / active EE | $1,339 | $5,834-77.0% | $5,045-73.5% | $5,439-75.4% |
| Admin fee / account holder | $777 | $10,275-92.4% | $8,159-90.5% | $10,886-92.9% |