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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 | $4,773 | $48,078-90.1% | $78,676-93.9% | $62,881-92.4% |
| Participation rate | 19.7% | 65.2%-45.5pp | 73.6%-53.9pp | 69.3%-49.6pp |
| Annual return | 9.69% | 31.36%-21.7pp | 62.19%-52.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $489 | $2,015-75.7% | $2,850-82.8% | $2,281-78.6% |
| Participant deferral / active EE | $762 | $2,587-70.5% | $3,517-78.3% | $3,203-76.2% |
| Admin fee / account holder | $345 | $3,206-89.2% | $4,510-92.4% | $4,296-92.0% |