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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 | $5,108 | $48,277-89.4% | $67,511-92.4% | $80,874-93.7% |
| Participation rate | 32.3% | 66.4%-34.1pp | 72.9%-40.6pp | 67.6%-35.4pp |
| Annual return | 29.58% | 18.27%+11.3pp | 3517.41%-3487.8pp | 35.62%-6.0pp |
| Employer contribution / active EE | $451 | $2,021-77.7% | $2,733-83.5% | $2,756-83.6% |
| Participant deferral / active EE | $829 | $2,926-71.7% | $4,000-79.3% | $4,297-80.7% |
| Admin fee / account holder | $574 | $3,687-84.4% | $3,999-85.6% | $6,935-91.7% |