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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 | $5,019 | $78,690-93.6% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 63.9% | 67.5%-3.6pp | 78.7%-14.8pp | 68.9%-5.0pp |
| Annual return | 25.72% | 32.74%-7.0pp | 89.72%-64.0pp | 26.06%-0.3pp |
| Employer contribution / active EE | $1,105 | $2,588-57.3% | $4,268-74.1% | $2,596-57.4% |
| Participant deferral / active EE | $983 | $3,311-70.3% | $5,630-82.5% | $4,274-77.0% |
| Admin fee / account holder | $578 | $6,724-91.4% | $16,006-96.4% | $7,775-92.6% |