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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 | $5,133 | $117,829-95.6% | $102,423-95.0% | $145,877-96.5% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 9.15% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,164 | $3,615-67.8% | $3,023-61.5% | $4,663-75.0% |
| Participant deferral / active EE | $4,572 | $5,732-20.2% | $5,054-9.5% | $6,691-31.7% |
| Admin fee / account holder | $5,931 | $13,335-55.5% | $9,455-37.3% | $13,402-55.7% |