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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 | $5,376 | $57,140-90.6% | $85,240-93.7% | $80,959-93.4% |
| Participation rate | 51.4% | 56.4%-5.1pp | 67.5%-16.2pp | 67.7%-16.3pp |
| Annual return | 11.09% | 21.71%-10.6pp | 66.75%-55.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $527 | $1,802-70.7% | $2,735-80.7% | $2,757-80.9% |
| Participant deferral / active EE | $1,279 | $3,115-58.9% | $4,527-71.7% | $4,300-70.3% |
| Admin fee / account holder | $903 | $4,992-81.9% | $6,165-85.4% | $6,925-87.0% |