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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 | $6,119 | $176,402-96.5% | $134,162-95.4% | $158,982-96.2% |
| Participation rate | 28.6% | 78.7%-50.2pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | 21.47% | 63.66%-42.2pp | 36.35%-14.9pp | 302.99%-281.5pp |
| Employer contribution / active EE | $784 | $5,042-84.5% | $3,705-78.8% | $4,763-83.5% |
| Participant deferral / active EE | $319 | $4,093-92.2% | $3,500-90.9% | $5,983-94.7% |
| Admin fee / account holder | $1,181 | $8,719-86.5% | $6,685-82.3% | $11,252-89.5% |