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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 | $93,064-94.2% | $74,577-92.7% | $273,972-98.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 14.79% | 26.18%-11.4pp | 20.47%-5.7pp | 41.46%-26.7pp |
| Employer contribution / active EE | $737 | $3,160-76.7% | $2,525-70.8% | $4,869-84.9% |
| Participant deferral / active EE | $747 | $4,160-82.0% | $3,458-78.4% | $5,287-85.9% |
| Admin fee / account holder | $851 | $5,273-83.9% | $4,138-79.4% | $10,133-91.6% |