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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 | $3,137 | $126,113-97.5% | $116,096-97.3% | $155,188-98.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 18.69% | 391.72%-373.0pp | 326.25%-307.6pp | 148.84%-130.1pp |
| Employer contribution / active EE | $272 | $2,672-89.8% | $2,503-89.1% | $4,248-93.6% |
| Participant deferral / active EE | $1,043 | $4,162-75.0% | $3,952-73.6% | $6,531-84.0% |
| Admin fee / account holder | $848 | $8,045-89.5% | $7,704-89.0% | $14,480-94.1% |