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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 | $5,206 | $114,013-95.4% | $103,693-95.0% | $155,188-96.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 24.28% | 49.31%-25.0pp | 47.61%-23.3pp | 148.84%-124.6pp |
| Employer contribution / active EE | $2,096 | $3,131-33.1% | $2,920-28.2% | $4,248-50.6% |
| Participant deferral / active EE | $2,096 | $4,970-57.8% | $4,579-54.2% | $6,531-67.9% |
| Admin fee / account holder | $1,276 | $8,407-84.8% | $7,858-83.8% | $14,480-91.2% |