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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 | $5,110 | $161,352-96.8% | $134,172-96.2% | $137,256-96.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 12.19% | 28.72%-16.5pp | 25.30%-13.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,282 | $4,099-68.7% | $3,420-62.5% | $4,156-69.1% |
| Participant deferral / active EE | $1,452 | $5,552-73.8% | $4,690-69.0% | $6,407-77.3% |
| Admin fee / account holder | $4,094 | $15,028-72.8% | $12,016-65.9% | $12,270-66.6% |