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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 | $5,629 | $57,119-90.1% | $85,187-93.4% | $80,935-93.0% |
| Participation rate | 42.4% | 56.4%-14.0pp | 67.5%-25.1pp | 67.7%-25.2pp |
| Annual return | 11.87% | 21.70%-9.8pp | 66.67%-54.8pp | 35.66%-23.8pp |
| Employer contribution / active EE | $525 | $1,802-70.9% | $2,732-80.8% | $2,757-81.0% |
| Participant deferral / active EE | $935 | $3,115-70.0% | $4,525-79.3% | $4,299-78.2% |
| Admin fee / account holder | $920 | $4,990-81.6% | $6,162-85.1% | $6,924-86.7% |