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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 | $5,692 | $48,364-88.2% | $71,796-92.1% | $62,881-90.9% |
| Participation rate | 47.4% | 60.6%-13.3pp | 69.1%-21.7pp | 69.3%-21.9pp |
| Annual return | 12.21% | 13.16%-0.9pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $347 | $1,042-66.7% | $1,924-82.0% | $2,281-84.8% |
| Participant deferral / active EE | $957 | $2,091-54.2% | $2,794-65.8% | $3,203-70.1% |
| Admin fee / account holder | $474 | $3,771-87.4% | $4,815-90.1% | $4,296-89.0% |