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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 | $5,217 | $111,814-95.3% | $103,378-95.0% | $145,978-96.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 24.95% | 24.80%+0.2pp | 24.91%0pp | 550.52%-525.6pp |
| Employer contribution / active EE | $2,097 | $4,215-50.2% | $3,870-45.8% | $4,662-55.0% |
| Participant deferral / active EE | $3,627 | $5,618-35.4% | $5,058-28.3% | $6,690-45.8% |
| Admin fee / account holder | $652 | $9,764-93.3% | $8,401-92.2% | $13,400-95.1% |