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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 | $5,468 | $110,303-95.0% | $95,759-94.3% | $139,487-96.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.38% | 27.19%-17.8pp | 28.42%-19.0pp | 373.84%-364.5pp |
| Employer contribution / active EE | $706 | $3,261-78.3% | $2,836-75.1% | $4,755-85.1% |
| Participant deferral / active EE | $966 | $4,674-79.3% | $4,244-77.2% | $6,713-85.6% |
| Admin fee / account holder | $9,111 | $6,615+37.7% | $5,678+60.5% | $11,407-20.1% |