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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 | $77,574-94.7% | $108,753-96.2% | $86,983-95.3% |
| Participation rate | 42.4% | 62.3%-19.9pp | 71.1%-28.7pp | 69.5%-27.1pp |
| Annual return | 19.05% | 18.42%+0.6pp | 37.47%-18.4pp | 25.83%-6.8pp |
| Employer contribution / active EE | $498 | $1,611-69.1% | $2,427-79.5% | $2,584-80.7% |
| Participant deferral / active EE | $1,493 | $3,128-52.3% | $4,115-63.7% | $4,194-64.4% |
| Admin fee / account holder | $7,832 | $6,529+20.0% | $10,320-24.1% | $7,856-0.3% |