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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 | $5,831 | $81,331-92.8% | $155,534-96.3% | $80,935-92.8% |
| Participation rate | 45.7% | 66.3%-20.6pp | 78.2%-32.6pp | 67.7%-22.0pp |
| Annual return | 21.34% | 33.37%-12.0pp | 64.92%-43.6pp | 35.66%-14.3pp |
| Employer contribution / active EE | $970 | $3,105-68.8% | $4,675-79.3% | $2,757-64.8% |
| Participant deferral / active EE | $1,583 | $3,454-54.2% | $5,630-71.9% | $4,299-63.2% |
| Admin fee / account holder | $1,254 | $7,999-84.3% | $15,900-92.1% | $6,924-81.9% |