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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 | $48,314-88.2% | $67,561-91.6% | $80,925-93.0% |
| Participation rate | 62.9% | 66.4%-3.5pp | 72.9%-10.0pp | 67.7%-4.8pp |
| Annual return | 11.51% | 18.28%-6.8pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $915 | $2,022-54.7% | $2,735-66.5% | $2,756-66.8% |
| Participant deferral / active EE | $1,239 | $2,927-57.7% | $4,003-69.0% | $4,299-71.2% |
| Admin fee / account holder | $1,714 | $3,690-53.6% | $4,006-57.2% | $6,940-75.3% |