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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 | $5,038 | $136,860-96.3% | $120,344-95.8% | $154,746-96.7% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 16.75% | 21.38%-4.6pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,874 | $3,533+66.2% | $3,020+94.5% | $4,379+34.1% |
| Participant deferral / active EE | $5,985 | $5,793+3.3% | $5,135+16.5% | $6,730-11.1% |
| Admin fee / account holder | $1,969 | $15,393-87.2% | $12,742-84.5% | $14,365-86.3% |