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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 | $5,358 | $85,024-93.7% | $70,544-92.4% | $139,466-96.2% |
| Participation rate | 16.7% | 73.9%-57.2pp | 68.4%-51.7pp | 80.3%-63.7pp |
| Annual return | 28.18% | 30.39%-2.2pp | 32.79%-4.6pp | 373.66%-345.5pp |
| Employer contribution / active EE | $1,143 | $3,912-70.8% | $2,976-61.6% | $4,754-76.0% |
| Participant deferral / active EE | $1,144 | $5,891-80.6% | $4,568-75.0% | $6,712-83.0% |
| Admin fee / account holder | $2,850 | $8,928-68.1% | $6,427-55.7% | $11,409-75.0% |