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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 | $5,546 | $99,032-94.4% | $80,022-93.1% | $135,379-95.9% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -0.40% | 15.39%-15.8pp | 11.22%-11.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $1,118 | $3,043-63.3% | $2,468-54.7% | $4,779-76.6% |
| Participant deferral / active EE | $1,785 | $4,282-58.3% | $3,686-51.6% | $5,609-68.2% |
| Admin fee / account holder | $554 | $10,436-94.7% | $6,521-91.5% | $10,828-94.9% |