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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 | $3,234 | $97,125-96.7% | $86,233-96.2% | $137,256-97.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.63% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,655 | $2,841-41.8% | $2,504-33.9% | $4,156-60.2% |
| Participant deferral / active EE | $1,645 | $5,180-68.2% | $4,559-63.9% | $6,407-74.3% |
| Admin fee / account holder | $2,409 | $9,725-75.2% | $8,342-71.1% | $12,270-80.4% |