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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 | $1,344 | $104,650-98.7% | $83,854-98.4% | $155,188-99.1% |
| Participation rate | 35.0% | 65.1%-30.1pp | 59.1%-24.1pp | 80.8%-45.8pp |
| Annual return | 0.00% | 28.97%-29.0pp | 31.39%-31.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $275 | $1,196-77.0% | $1,017-73.0% | $4,248-93.5% |
| Participant deferral / active EE | $282 | $2,367-88.1% | $2,035-86.1% | $6,531-95.7% |
| Admin fee / account holder | $380 | $3,518-89.2% | $3,197-88.1% | $14,480-97.4% |