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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 | $5,664 | $99,345-94.3% | $84,753-93.3% | $273,972-97.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.48% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,045 | $4,214-51.5% | $3,574-42.8% | $4,869-58.0% |
| Participant deferral / active EE | $2,841 | $4,270-33.5% | $3,712-23.5% | $5,287-46.3% |
| Admin fee / account holder | $1,672 | $6,645-74.8% | $5,333-68.6% | $10,133-83.5% |