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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 | $5,854 | $111,814-94.8% | $103,378-94.3% | $145,978-96.0% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 15.87% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $864 | $4,215-79.5% | $3,870-77.7% | $4,662-81.5% |
| Participant deferral / active EE | $1,750 | $5,618-68.8% | $5,058-65.4% | $6,690-73.8% |
| Admin fee / account holder | $1,847 | $9,764-81.1% | $8,401-78.0% | $13,400-86.2% |