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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 | $5,470 | $78,013-93.0% | $178,449-96.9% | $80,911-93.2% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 17.39% | 18.07%-0.7pp | 27.09%-9.7pp | 35.63%-18.2pp |
| Employer contribution / active EE | $604 | $2,287-73.6% | $3,951-84.7% | $2,756-78.1% |
| Participant deferral / active EE | $1,443 | $4,408-67.3% | $6,277-77.0% | $4,297-66.4% |
| Admin fee / account holder | $1,010 | $7,166-85.9% | $10,362-90.2% | $6,935-85.4% |