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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 | $5,419 | $70,430-92.3% | $96,572-94.4% | $85,851-93.7% |
| Participation rate | 47.9% | 61.8%-13.9pp | 69.8%-21.9pp | 69.3%-21.4pp |
| Annual return | 29.59% | 18.58%+11.0pp | 37.79%-8.2pp | 318.63%-289.0pp |
| Employer contribution / active EE | $614 | $1,413-56.6% | $2,357-74.0% | $2,565-76.1% |
| Participant deferral / active EE | $1,654 | $2,894-42.9% | $3,850-57.0% | $3,952-58.2% |
| Admin fee / account holder | $457 | $4,996-90.9% | $6,183-92.6% | $6,261-92.7% |