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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 | $5,619 | $110,337-94.9% | $102,383-94.5% | $145,877-96.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 26.98% | 24.83%+2.1pp | 24.94%+2.0pp | 551.28%-524.3pp |
| Employer contribution / active EE | $1,136 | $4,216-73.1% | $3,870-70.6% | $4,663-75.6% |
| Participant deferral / active EE | $1,532 | $5,621-72.7% | $5,060-69.7% | $6,691-77.1% |
| Admin fee / account holder | $1,455 | $9,750-85.1% | $8,391-82.7% | $13,402-89.1% |