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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 | $5,438 | $110,278-95.1% | $95,740-94.3% | $139,466-96.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 20.98% | 27.19%-6.2pp | 28.41%-7.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $797 | $3,260-75.6% | $2,836-71.9% | $4,754-83.2% |
| Participant deferral / active EE | $1,596 | $4,674-65.9% | $4,244-62.4% | $6,712-76.2% |
| Admin fee / account holder | $932 | $6,613-85.9% | $5,676-83.6% | $11,409-91.8% |