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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 | $4,737 | $87,166-94.6% | $76,735-93.8% | $137,256-96.5% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 29.37% | 26.50%+2.9pp | 29.77%-0.4pp | 220.34%-191.0pp |
| Employer contribution / active EE | $1,185 | $2,904-59.2% | $2,454-51.7% | $4,156-71.5% |
| Participant deferral / active EE | $1,899 | $4,726-59.8% | $4,088-53.5% | $6,407-70.4% |
| Admin fee / account holder | $361 | $8,403-95.7% | $7,189-95.0% | $12,270-97.1% |