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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 | $61,125-90.4% | $94,057-93.8% | $87,485-93.3% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.3%-9.7pp | 68.9%-5.3pp |
| Annual return | 17.94% | 35.20%-17.3pp | 480.62%-462.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $422 | $2,136-80.3% | $2,933-85.6% | $2,596-83.8% |
| Participant deferral / active EE | $871 | $3,260-73.3% | $4,709-81.5% | $4,274-79.6% |
| Admin fee / account holder | $1,290 | $5,629-77.1% | $7,244-82.2% | $7,775-83.4% |