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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 | $151,427-96.7% | $112,860-95.5% | $154,746-96.7% |
| Participation rate | 62.5% | 69.1%-6.6pp | 66.3%-3.8pp | 80.7%-18.2pp |
| Annual return | 15.75% | 30.95%-15.2pp | 35.26%-19.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,167 | $2,750-57.6% | $2,206-47.1% | $4,379-73.3% |
| Participant deferral / active EE | $1,409 | $4,285-67.1% | $3,493-59.7% | $6,730-79.1% |
| Admin fee / account holder | $2,330 | $7,369-68.4% | $6,841-65.9% | $14,365-83.8% |