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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 | $5,845 | $64,920-91.0% | $103,693-94.4% | $86,983-93.3% |
| Participation rate | 63.6% | 63.6%0pp | 72.6%-9.0pp | 69.5%-5.9pp |
| Annual return | 17.94% | 30.29%-12.4pp | 47.61%-29.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $422 | $2,141-80.3% | $2,920-85.6% | $2,584-83.7% |
| Participant deferral / active EE | $871 | $3,241-73.1% | $4,579-81.0% | $4,194-79.2% |
| Admin fee / account holder | $1,290 | $6,191-79.2% | $7,858-83.6% | $7,856-83.6% |