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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 | $2,850 | $110,303-97.4% | $95,759-97.0% | $139,487-98.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.48% | 27.19%-14.7pp | 28.42%-15.9pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,819 | $3,261-44.2% | $2,836-35.9% | $4,755-61.7% |
| Participant deferral / active EE | $2,387 | $4,674-48.9% | $4,244-43.8% | $6,713-64.4% |
| Admin fee / account holder | $5,483 | $6,615-17.1% | $5,678-3.4% | $11,407-51.9% |