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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 | $5,031 | $51,222-90.2% | $70,544-92.9% | $75,173-93.3% |
| Participation rate | 59.7% | 61.0%-1.3pp | 68.4%-8.7pp | 67.2%-7.5pp |
| Annual return | 27.56% | 30.06%-2.5pp | 32.79%-5.2pp | 160.72%-133.2pp |
| Employer contribution / active EE | $642 | $1,827-64.8% | $2,976-78.4% | $2,671-76.0% |
| Participant deferral / active EE | $1,327 | $2,850-53.4% | $4,568-70.9% | $4,126-67.8% |
| Admin fee / account holder | $572 | $4,096-86.0% | $6,427-91.1% | $5,651-89.9% |