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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 | $3,944 | $107,809-96.3% | $97,032-95.9% | $155,188-97.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 15.49% | 38.06%-22.6pp | 35.38%-19.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,497 | $2,911-48.6% | $2,629-43.1% | $4,248-64.8% |
| Participant deferral / active EE | $2,204 | $5,129-57.0% | $4,672-52.8% | $6,531-66.3% |
| Admin fee / account holder | $10,106 | $10,717-5.7% | $9,418+7.3% | $14,480-30.2% |