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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 | $5,753 | $45,343-87.3% | $150,298-96.2% | $67,986-91.5% |
| Participation rate | 64.7% | 51.9%+12.8pp | 77.8%-13.1pp | 57.2%+7.4pp |
| Annual return | 17.37% | 33.28%-15.9pp | 62.79%-45.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $348 | $1,462-76.2% | $4,154-91.6% | $2,019-82.8% |
| Participant deferral / active EE | $702 | $2,055-65.9% | $5,453-87.1% | $3,358-79.1% |
| Admin fee / account holder | $1,071 | $2,250-52.4% | $14,116-92.4% | $3,203-66.6% |