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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 | $5,277 | $62,672-91.6% | $185,117-97.1% | $70,126-92.5% |
| Participation rate | 35.1% | 63.8%-28.6pp | 77.3%-42.1pp | 69.5%-34.4pp |
| Annual return | 17.59% | 40.79%-23.2pp | 40.50%-22.9pp | 73.15%-55.6pp |
| Employer contribution / active EE | $418 | $1,753-76.1% | $4,182-90.0% | $2,343-82.1% |
| Participant deferral / active EE | $1,102 | $3,272-66.3% | $5,045-78.1% | $3,332-66.9% |
| Admin fee / account holder | $2,336 | $3,932-40.6% | $8,159-71.4% | $4,645-49.7% |