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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 | $4,218 | $85,060-95.0% | $70,548-94.0% | $139,456-97.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 32.31% | 30.38%+1.9pp | 32.78%-0.5pp | 373.45%-341.1pp |
| Employer contribution / active EE | $1,472 | $3,911-62.4% | $2,975-50.5% | $4,753-69.0% |
| Participant deferral / active EE | $2,528 | $5,890-57.1% | $4,567-44.6% | $6,711-62.3% |
| Admin fee / account holder | $2,008 | $8,925-77.5% | $6,424-68.7% | $11,407-82.4% |