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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 | $3,123 | $140,578-97.8% | $100,671-96.9% | $125,389-97.5% |
| Participation rate | 55.0% | 80.4%-25.4pp | 70.7%-15.7pp | 83.2%-28.2pp |
| Annual return | 8.86% | 24.67%-15.8pp | 20.43%-11.6pp | 282.24%-273.4pp |
| Employer contribution / active EE | $782 | $5,965-86.9% | $4,012-80.5% | $4,866-83.9% |
| Participant deferral / active EE | $1,281 | $3,981-67.8% | $3,144-59.3% | $5,352-76.1% |
| Admin fee / account holder | $3,394 | $6,716-49.5% | $4,850-30.0% | $9,541-64.4% |