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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 | $5,579 | $91,198-93.9% | $178,503-96.9% | $79,856-93.0% |
| Participation rate | 65.9% | 69.2%-3.4pp | 81.9%-16.1pp | 69.6%-3.8pp |
| Annual return | 21.35% | 24.20%-2.9pp | 151.12%-129.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $827 | $3,257-74.6% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $950 | $3,237-70.6% | $5,202-81.7% | $3,741-74.6% |
| Admin fee / account holder | $364 | $6,748-94.6% | $13,987-97.4% | $5,306-93.1% |