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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 | $3,633 | $124,425-97.1% | $112,040-96.8% | $137,256-97.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 21.74% | 24.72%-3.0pp | 24.52%-2.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,087 | $3,411-38.8% | $2,954-29.3% | $4,156-49.8% |
| Participant deferral / active EE | $2,477 | $5,718-56.7% | $5,098-51.4% | $6,407-61.3% |
| Admin fee / account holder | $1,428 | $15,207-90.6% | $12,098-88.2% | $12,270-88.4% |