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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 | $5,922 | $62,592-90.5% | $85,693-93.1% | $85,856-93.1% |
| Participation rate | 41.5% | 61.1%-19.7pp | 69.9%-28.4pp | 69.3%-27.9pp |
| Annual return | 18.58% | 23.77%-5.2pp | 21.49%-2.9pp | 318.58%-300.0pp |
| Employer contribution / active EE | $497 | $1,755-71.7% | $2,618-81.0% | $2,565-80.6% |
| Participant deferral / active EE | $1,031 | $2,802-63.2% | $3,923-73.7% | $3,952-73.9% |
| Admin fee / account holder | $1,386 | $4,643-70.2% | $6,874-79.8% | $6,261-77.9% |