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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 | $4,737 | $43,496-89.1% | $161,489-97.1% | $64,340-92.6% |
| Participation rate | 56.3% | 53.5%+2.7pp | 78.7%-22.4pp | 55.2%+1.0pp |
| Annual return | 18.67% | 20.76%-2.1pp | 89.72%-71.1pp | 24.14%-5.5pp |
| Employer contribution / active EE | $293 | $1,431-79.5% | $4,268-93.1% | $1,862-84.3% |
| Participant deferral / active EE | $736 | $1,996-63.1% | $5,630-86.9% | $2,980-75.3% |
| Admin fee / account holder | $637 | $2,330-72.7% | $16,006-96.0% | $3,703-82.8% |