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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 | $5,179 | $107,809-95.2% | $97,032-94.7% | $155,188-96.7% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 11.08% | 38.06%-27.0pp | 35.38%-24.3pp | 148.84%-137.8pp |
| Employer contribution / active EE | $630 | $2,911-78.4% | $2,629-76.0% | $4,248-85.2% |
| Participant deferral / active EE | $1,260 | $5,129-75.4% | $4,672-73.0% | $6,531-80.7% |
| Admin fee / account holder | $16,165 | $10,717+50.8% | $9,418+71.6% | $14,480+11.6% |