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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 | $5,502 | $58,275-90.6% | $81,844-93.3% | $80,935-93.2% |
| Participation rate | 44.1% | 63.5%-19.3pp | 72.4%-28.3pp | 67.7%-23.5pp |
| Annual return | 17.09% | 41.82%-24.7pp | 778.87%-761.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $690 | $2,346-70.6% | $2,916-76.4% | $2,757-75.0% |
| Participant deferral / active EE | $1,835 | $3,285-44.2% | $4,323-57.6% | $4,299-57.3% |
| Admin fee / account holder | $653 | $4,749-86.3% | $7,355-91.1% | $6,924-90.6% |