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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 | $3,110 | $65,712-95.3% | $57,196-94.6% | $273,972-98.9% |
| Participation rate | 58.8% | 78.3%-19.5pp | 75.3%-16.5pp | 83.0%-24.2pp |
| Annual return | 20.31% | 22.01%-1.7pp | 14.59%+5.7pp | 41.46%-21.1pp |
| Employer contribution / active EE | $488 | $3,280-85.1% | $2,683-81.8% | $4,869-90.0% |
| Participant deferral / active EE | $1,071 | $3,782-71.7% | $3,096-65.4% | $5,287-79.7% |
| Admin fee / account holder | $390 | $4,838-91.9% | $3,141-87.6% | $10,133-96.2% |