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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 | $3,430 | $99,345-96.5% | $84,753-96.0% | $273,972-98.7% |
| Participation rate | 28.6% | 80.7%-52.1pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 11.26% | 22.93%-11.7pp | 22.78%-11.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $631 | $4,214-85.0% | $3,574-82.4% | $4,869-87.0% |
| Participant deferral / active EE | $1,927 | $4,270-54.9% | $3,712-48.1% | $5,287-63.6% |
| Admin fee / account holder | $498 | $6,645-92.5% | $5,333-90.7% | $10,133-95.1% |