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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 | $4,876 | $93,064-94.8% | $74,577-93.5% | $273,972-98.2% |
| Participation rate | 42.1% | 74.9%-32.8pp | 68.1%-26.0pp | 83.0%-40.9pp |
| Annual return | 11.18% | 26.18%-15.0pp | 20.47%-9.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $446 | $3,160-85.9% | $2,525-82.3% | $4,869-90.8% |
| Participant deferral / active EE | $753 | $4,160-81.9% | $3,458-78.2% | $5,287-85.8% |
| Admin fee / account holder | $579 | $5,273-89.0% | $4,138-86.0% | $10,133-94.3% |