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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 | $4,343 | $117,433-96.3% | $99,475-95.6% | $152,897-97.2% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.5%-49.1pp |
| Annual return | 31.91% | 31.87%0pp | 30.72%+1.2pp | 345.43%-313.5pp |
| Employer contribution / active EE | $617 | $3,013-79.5% | $2,540-75.7% | $4,764-87.0% |
| Participant deferral / active EE | $947 | $4,086-76.8% | $3,619-73.8% | $5,851-83.8% |
| Admin fee / account holder | $649 | $7,634-91.5% | $6,252-89.6% | $11,599-94.4% |