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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 | $5,552 | $77,638-92.8% | $156,551-96.5% | $62,881-91.2% |
| Participation rate | 12.1% | 71.2%-59.1pp | 84.0%-71.9pp | 69.3%-57.2pp |
| Annual return | 6.31% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $584 | $3,444-83.0% | $5,501-89.4% | $2,281-74.4% |
| Participant deferral / active EE | $1,445 | $3,046-52.6% | $4,871-70.3% | $3,203-54.9% |
| Admin fee / account holder | $696 | $5,561-87.5% | $13,028-94.7% | $4,296-83.8% |