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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 | $4,863 | $106,247-95.4% | $96,515-95.0% | $139,466-96.5% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 20.93% | 38.47%-17.5pp | 35.73%-14.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,231 | $4,106-70.0% | $3,740-67.1% | $4,754-74.1% |
| Participant deferral / active EE | $1,503 | $5,456-72.4% | $4,880-69.2% | $6,712-77.6% |
| Admin fee / account holder | $2,593 | $7,885-67.1% | $6,735-61.5% | $11,409-77.3% |