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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 | $4,109 | $73,787-94.4% | $98,716-95.8% | $82,448-95.0% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.3%-26.9pp | 68.1%-25.6pp |
| Annual return | 19.05% | 18.57%+0.5pp | 31.81%-12.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $498 | $1,511-67.0% | $2,279-78.1% | $2,551-80.5% |
| Participant deferral / active EE | $1,493 | $3,081-51.6% | $4,048-63.1% | $4,139-63.9% |
| Admin fee / account holder | $7,832 | $6,500+20.5% | $8,703-10.0% | $7,234+8.3% |