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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 | $76,407-94.7% | $150,298-97.3% | $82,448-95.1% |
| Participation rate | 28.3% | 66.4%-38.1pp | 77.8%-49.5pp | 68.1%-39.8pp |
| Annual return | 14.34% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $344 | $2,614-86.8% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $982 | $3,214-69.4% | $5,453-82.0% | $4,139-76.3% |
| Admin fee / account holder | $3,476 | $6,352-45.3% | $14,116-75.4% | $7,234-51.9% |