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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 | $4,186 | $48,267-91.3% | $68,808-93.9% | $68,486-93.9% |
| Participation rate | 55.3% | 60.7%-5.4pp | 69.0%-13.8pp | 67.9%-12.6pp |
| Annual return | 105.87% | -12.70%+118.6pp | -6.37%+112.2pp | -7.85%+113.7pp |
| Employer contribution / active EE | $484 | $1,829-73.5% | $2,656-81.8% | $2,597-81.3% |
| Participant deferral / active EE | $1,046 | $2,867-63.5% | $3,942-73.5% | $4,028-74.0% |
| Admin fee / account holder | $3,575 | $4,362-18.1% | $4,936-27.6% | $5,404-33.8% |