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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 | $5,703 | $63,703-91.0% | $93,063-93.9% | $82,448-93.1% |
| Participation rate | 43.8% | 63.8%-20.0pp | 72.1%-28.3pp | 68.1%-24.2pp |
| Annual return | 13.92% | -775.43%+789.4pp | 34.15%-20.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $432 | $1,729-75.0% | $2,476-82.6% | $2,551-83.1% |
| Participant deferral / active EE | $875 | $2,919-70.0% | $3,958-77.9% | $4,139-78.9% |
| Admin fee / account holder | $504 | $5,982-91.6% | $6,033-91.7% | $7,234-93.0% |