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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 | $5,068 | $93,064-94.6% | $74,577-93.2% | $273,972-98.2% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 36.87% | 26.18%+10.7pp | 20.47%+16.4pp | 41.46%-4.6pp |
| Employer contribution / active EE | $812 | $3,160-74.3% | $2,525-67.8% | $4,869-83.3% |
| Participant deferral / active EE | $1,088 | $4,160-73.9% | $3,458-68.6% | $5,287-79.4% |
| Admin fee / account holder | $2,143 | $5,273-59.4% | $4,138-48.2% | $10,133-78.9% |