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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 | $3,796 | $81,358-95.3% | $155,556-97.6% | $80,959-95.3% |
| Participation rate | 52.4% | 66.3%-13.9pp | 78.2%-25.8pp | 67.7%-15.3pp |
| Annual return | 18.85% | 33.39%-14.5pp | 64.84%-46.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $649 | $3,106-79.1% | $4,675-86.1% | $2,757-76.5% |
| Participant deferral / active EE | $2,420 | $3,455-30.0% | $5,631-57.0% | $4,300-43.7% |
| Admin fee / account holder | $2,254 | $7,994-71.8% | $15,885-85.8% | $6,925-67.5% |