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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 | $4,768 | $34,316-86.1% | $74,719-93.6% | $72,983-93.5% |
| Participation rate | 57.5% | 42.4%+15.1pp | 54.5%+3.0pp | 69.5%-12.0pp |
| Annual return | 27.00% | 26.58%+0.4pp | 753.05%-726.0pp | 81.01%-54.0pp |
| Employer contribution / active EE | $470 | $692-32.1% | $1,084-56.6% | $2,440-80.7% |
| Participant deferral / active EE | $1,094 | $1,272-14.0% | $1,963-44.3% | $3,608-69.7% |
| Admin fee / account holder | $493 | $2,125-76.8% | $3,334-85.2% | $5,124-90.4% |