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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 | $2,629 | $182,442-98.6% | $163,379-98.4% | $138,895-98.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 16.17% | 72.74%-56.6pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,792 | $4,159-56.9% | $3,752-52.2% | $4,194-57.3% |
| Participant deferral / active EE | $2,394 | $6,817-64.9% | $6,282-61.9% | $6,396-62.6% |
| Admin fee / account holder | $2,322 | $10,396-77.7% | $9,818-76.4% | $12,562-81.5% |