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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 | $125,778-97.5% | $114,563-97.3% | $154,746-98.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 18.69% | 295.14%-276.4pp | 241.09%-222.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $272 | $2,806-90.3% | $2,592-89.5% | $4,379-93.8% |
| Participant deferral / active EE | $1,043 | $4,445-76.5% | $4,142-74.8% | $6,730-84.5% |
| Admin fee / account holder | $848 | $8,190-89.7% | $7,623-88.9% | $14,365-94.1% |