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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 | $174,379-97.1% | $152,093-96.7% | $138,895-96.4% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 41.92% | 74.86%-32.9pp | 66.36%-24.4pp | 145.39%-103.5pp |
| Employer contribution / active EE | $1,805 | $4,652-61.2% | $4,175-56.8% | $4,194-57.0% |
| Participant deferral / active EE | $2,345 | $6,159-61.9% | $5,451-57.0% | $6,396-63.3% |
| Admin fee / account holder | $3,398 | $16,880-79.9% | $14,497-76.6% | $12,562-72.9% |