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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 | $5,117 | $47,448-89.2% | $94,993-94.6% | $62,293-91.8% |
| Participation rate | 39.9% | 66.5%-26.6pp | 73.9%-34.0pp | 69.5%-29.7pp |
| Annual return | 34.75% | 22.64%+12.1pp | 27.14%+7.6pp | 28.90%+5.9pp |
| Employer contribution / active EE | $706 | $1,300-45.7% | $2,603-72.9% | $2,042-65.4% |
| Participant deferral / active EE | $1,250 | $2,375-47.4% | $3,317-62.3% | $3,169-60.6% |
| Admin fee / account holder | $779 | $434+79.3% | $4,960-84.3% | $479+62.5% |