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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 | $5,063 | $152,394-96.7% | $124,067-95.9% | $155,188-96.7% |
| Participation rate | 62.5% | 68.8%-6.3pp | 66.9%-4.4pp | 80.8%-18.3pp |
| Annual return | 15.75% | 34.93%-19.2pp | 31.06%-15.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,167 | $2,398-51.3% | $2,166-46.1% | $4,248-72.5% |
| Participant deferral / active EE | $1,409 | $3,823-63.2% | $3,463-59.3% | $6,531-78.4% |
| Admin fee / account holder | $2,330 | $6,949-66.5% | $7,351-68.3% | $14,480-83.9% |