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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 | $5,408 | $90,486-94.0% | $78,676-93.1% | $273,972-98.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 10.95% | 75.62%-64.7pp | 62.19%-51.2pp | 41.46%-30.5pp |
| Employer contribution / active EE | $169 | $3,175-94.7% | $2,850-94.1% | $4,869-96.5% |
| Participant deferral / active EE | $1,069 | $3,901-72.6% | $3,517-69.6% | $5,287-79.8% |
| Admin fee / account holder | $658 | $5,263-87.5% | $4,510-85.4% | $10,133-93.5% |