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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 | $5,933 | $110,337-94.6% | $102,383-94.2% | $145,877-95.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 12.97% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $892 | $4,216-78.8% | $3,870-77.0% | $4,663-80.9% |
| Participant deferral / active EE | $1,788 | $5,621-68.2% | $5,060-64.7% | $6,691-73.3% |
| Admin fee / account holder | $716 | $9,750-92.7% | $8,391-91.5% | $13,402-94.7% |