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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 | $5,589 | $52,279-89.3% | $89,414-93.7% | $79,852-93.0% |
| Participation rate | 59.3% | 57.5%+1.7pp | 68.0%-8.7pp | 69.6%-10.4pp |
| Annual return | 26.55% | 22.16%+4.4pp | 245.50%-218.9pp | 31.72%-5.2pp |
| Employer contribution / active EE | $559 | $1,572-64.4% | $2,586-78.4% | $2,471-77.4% |
| Participant deferral / active EE | $1,277 | $2,740-53.4% | $3,890-67.2% | $3,740-65.9% |
| Admin fee / account holder | $892 | $3,356-73.4% | $4,883-81.7% | $5,306-83.2% |