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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 | $5,074 | $105,960-95.2% | $81,726-93.8% | $158,982-96.8% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 23.52% | 38.19%-14.7pp | 29.49%-6.0pp | 302.99%-279.5pp |
| Employer contribution / active EE | $803 | $7,805-89.7% | $4,311-81.4% | $4,763-83.1% |
| Participant deferral / active EE | $1,277 | $13,011-90.2% | $7,108-82.0% | $5,983-78.7% |
| Admin fee / account holder | $857 | $8,494-89.9% | $5,160-83.4% | $11,252-92.4% |