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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 | $5,739 | $182,442-96.9% | $163,379-96.5% | $138,895-95.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 27.51% | 72.74%-45.2pp | 63.41%-35.9pp | 145.39%-117.9pp |
| Employer contribution / active EE | $1,923 | $4,159-53.8% | $3,752-48.8% | $4,194-54.2% |
| Participant deferral / active EE | $1,731 | $6,817-74.6% | $6,282-72.4% | $6,396-72.9% |
| Admin fee / account holder | $3,945 | $10,396-62.0% | $9,818-59.8% | $12,562-68.6% |