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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 | $5,524 | $61,125-91.0% | $94,057-94.1% | $87,485-93.7% |
| Participation rate | 50.9% | 64.1%-13.2pp | 73.3%-22.4pp | 68.9%-18.0pp |
| Annual return | 16.13% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $230 | $2,136-89.2% | $2,933-92.1% | $2,596-91.1% |
| Participant deferral / active EE | $1,081 | $3,260-66.8% | $4,709-77.0% | $4,274-74.7% |
| Admin fee / account holder | $398 | $5,629-92.9% | $7,244-94.5% | $7,775-94.9% |