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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 | $4,038 | $78,690-94.9% | $161,489-97.5% | $87,485-95.4% |
| Participation rate | 28.3% | 67.5%-39.2pp | 78.7%-50.4pp | 68.9%-40.7pp |
| Annual return | 14.34% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $344 | $2,588-86.7% | $4,268-91.9% | $2,596-86.7% |
| Participant deferral / active EE | $982 | $3,311-70.3% | $5,630-82.6% | $4,274-77.0% |
| Admin fee / account holder | $3,476 | $6,724-48.3% | $16,006-78.3% | $7,775-55.3% |