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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 | $5,235 | $53,162-90.2% | $91,227-94.3% | $68,490-92.4% |
| Participation rate | 58.7% | 63.2%-4.5pp | 73.2%-14.5pp | 67.9%-9.2pp |
| Annual return | 34.45% | -3.14%+37.6pp | 114.14%-79.7pp | -7.85%+42.3pp |
| Employer contribution / active EE | $1,257 | $1,709-26.4% | $2,851-55.9% | $2,597-51.6% |
| Participant deferral / active EE | $1,582 | $2,974-46.8% | $4,234-62.6% | $4,028-60.7% |
| Admin fee / account holder | $595 | $4,493-86.8% | $5,423-89.0% | $5,403-89.0% |