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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 | $5,718 | $118,467-95.2% | $98,450-94.2% | $139,456-95.9% |
| Participation rate | 40.0% | 77.5%-37.5pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 26.22% | 18.95%+7.3pp | 21.16%+5.1pp | 373.45%-347.2pp |
| Employer contribution / active EE | $1,525 | $3,611-57.8% | $3,049-50.0% | $4,753-67.9% |
| Participant deferral / active EE | $1,525 | $5,393-71.7% | $4,739-67.8% | $6,711-77.3% |
| Admin fee / account holder | $1,069 | $14,057-92.4% | $8,961-88.1% | $11,407-90.6% |