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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 | $5,362 | $97,125-94.5% | $86,233-93.8% | $137,256-96.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 24.32% | 74.19%-49.9pp | 61.39%-37.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,370 | $2,841-51.8% | $2,504-45.3% | $4,156-67.0% |
| Participant deferral / active EE | $2,169 | $5,180-58.1% | $4,559-52.4% | $6,407-66.1% |
| Admin fee / account holder | $808 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |