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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 | $4,553 | $58,493-92.2% | $84,021-94.6% | $72,975-93.8% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 35.01% | 28.93%+6.1pp | 71.32%-36.3pp | 81.01%-46.0pp |
| Employer contribution / active EE | $567 | $1,163-51.2% | $1,984-71.4% | $2,440-76.8% |
| Participant deferral / active EE | $1,336 | $2,394-44.2% | $3,239-58.8% | $3,608-63.0% |
| Admin fee / account holder | $338 | $4,569-92.6% | $6,102-94.5% | $5,124-93.4% |