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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 | $5,314 | $91,179-94.2% | $178,499-97.0% | $79,852-93.3% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 29.13% | 24.19%+4.9pp | 151.10%-122.0pp | 31.72%-2.6pp |
| Employer contribution / active EE | $535 | $3,256-83.6% | $5,011-89.3% | $2,471-78.4% |
| Participant deferral / active EE | $1,588 | $3,236-50.9% | $5,202-69.5% | $3,740-57.5% |
| Admin fee / account holder | $1,242 | $6,749-81.6% | $13,986-91.1% | $5,306-76.6% |