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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 | $5,902 | $135,956-95.7% | $123,894-95.2% | $273,972-97.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.51% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $4,013 | $5,170-22.4% | $4,617-13.1% | $4,869-17.6% |
| Participant deferral / active EE | $4,013 | $6,343-36.7% | $5,984-32.9% | $5,287-24.1% |
| Admin fee / account holder | $31,017 | $9,817+215.9% | $8,357+271.1% | $10,133+206.1% |