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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 | $5,731 | $95,383-94.0% | $185,837-96.9% | $85,856-93.3% |
| Participation rate | 53.8% | 68.8%-14.9pp | 81.7%-27.9pp | 69.3%-15.5pp |
| Annual return | 17.76% | 23.59%-5.8pp | 122.08%-104.3pp | 318.58%-300.8pp |
| Employer contribution / active EE | $1,065 | $3,313-67.9% | $5,168-79.4% | $2,565-58.5% |
| Participant deferral / active EE | $1,344 | $3,423-60.7% | $5,568-75.9% | $3,952-66.0% |
| Admin fee / account holder | $474 | $7,213-93.4% | $16,241-97.1% | $6,261-92.4% |