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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 | $5,636 | $43,075-86.9% | $74,577-92.4% | $62,881-91.0% |
| Participation rate | 47.4% | 58.1%-10.7pp | 68.1%-20.7pp | 69.3%-21.9pp |
| Annual return | 21.98% | 17.50%+4.5pp | 20.47%+1.5pp | 20.14%+1.8pp |
| Employer contribution / active EE | $917 | $1,498-38.8% | $2,525-63.7% | $2,281-59.8% |
| Participant deferral / active EE | $1,381 | $2,389-42.2% | $3,458-60.1% | $3,203-56.9% |
| Admin fee / account holder | $464 | $2,840-83.7% | $4,138-88.8% | $4,296-89.2% |