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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 | $5,420 | $54,763-90.1% | $90,324-94.0% | $72,976-92.6% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,153 | $2,093-44.9% | $2,856-59.6% | $2,440-52.7% |
| Participant deferral / active EE | $2,894 | $2,887+0.2% | $3,885-25.5% | $3,608-19.8% |
| Admin fee / account holder | $438 | $3,973-89.0% | $5,356-91.8% | $5,124-91.4% |