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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 | $5,012 | $65,367-92.3% | $92,915-94.6% | $72,976-93.1% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 25.09% | 42.11%-17.0pp | 109.45%-84.4pp | 81.02%-55.9pp |
| Employer contribution / active EE | $741 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,550 | $3,128-50.4% | $4,238-63.4% | $3,608-57.0% |
| Admin fee / account holder | $774 | $4,251-81.8% | $5,796-86.6% | $5,124-84.9% |