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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 | $5,558 | $61,125-90.9% | $94,057-94.1% | $87,485-93.6% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.3%-19.5pp | 68.9%-15.1pp |
| Annual return | 18.56% | 35.20%-16.6pp | 480.62%-462.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $474 | $2,136-77.8% | $2,933-83.8% | $2,596-81.7% |
| Participant deferral / active EE | $1,075 | $3,260-67.0% | $4,709-77.2% | $4,274-74.9% |
| Admin fee / account holder | $363 | $5,629-93.6% | $7,244-95.0% | $7,775-95.3% |