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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 | $5,215 | $113,338-95.4% | $94,993-94.5% | $147,585-96.5% |
| Participation rate | 55.0% | 78.0%-23.0pp | 73.9%-18.9pp | 82.8%-27.8pp |
| Annual return | 26.48% | 20.80%+5.7pp | 27.14%-0.7pp | 578.58%-552.1pp |
| Employer contribution / active EE | $168 | $3,160-94.7% | $2,603-93.5% | $4,876-96.6% |
| Participant deferral / active EE | $2,319 | $3,777-38.6% | $3,317-30.1% | $5,439-57.4% |
| Admin fee / account holder | $442 | $6,063-92.7% | $4,960-91.1% | $10,886-95.9% |