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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 | $5,040 | $185,312-97.3% | $161,489-96.9% | $154,746-96.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 41.92% | 103.84%-61.9pp | 89.72%-47.8pp | 172.34%-130.4pp |
| Employer contribution / active EE | $1,805 | $4,769-62.1% | $4,268-57.7% | $4,379-58.8% |
| Participant deferral / active EE | $2,345 | $6,350-63.1% | $5,630-58.3% | $6,730-65.2% |
| Admin fee / account holder | $3,398 | $18,654-81.8% | $16,006-78.8% | $14,365-76.3% |