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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 | $5,696 | $48,337-88.2% | $67,560-91.6% | $80,959-93.0% |
| Participation rate | 62.9% | 66.4%-3.6pp | 72.9%-10.1pp | 67.7%-4.8pp |
| Annual return | 11.51% | 18.26%-6.8pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $915 | $2,023-54.7% | $2,737-66.6% | $2,757-66.8% |
| Participant deferral / active EE | $1,239 | $2,928-57.7% | $4,004-69.1% | $4,300-71.2% |
| Admin fee / account holder | $1,714 | $3,695-53.6% | $3,994-57.1% | $6,925-75.3% |