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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 | $5,457 | $76,407-92.9% | $150,298-96.4% | $82,448-93.4% |
| Participation rate | 38.5% | 66.4%-27.9pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 27.85% | 39.99%-12.1pp | 62.79%-34.9pp | 41.64%-13.8pp |
| Employer contribution / active EE | $935 | $2,614-64.2% | $4,154-77.5% | $2,551-63.3% |
| Participant deferral / active EE | $2,292 | $3,214-28.7% | $5,453-58.0% | $4,139-44.6% |
| Admin fee / account holder | $7,346 | $6,352+15.7% | $14,116-48.0% | $7,234+1.5% |