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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 | $5,932 | $32,037-81.5% | $69,182-91.4% | $62,881-90.6% |
| Participation rate | 32.5% | 43.4%-10.9pp | 55.1%-22.6pp | 69.3%-36.8pp |
| Annual return | 13.73% | 15.16%-1.4pp | -21.93%+35.7pp | 20.14%-6.4pp |
| Employer contribution / active EE | $832 | $679+22.5% | $1,206-31.0% | $2,281-63.5% |
| Participant deferral / active EE | $930 | $1,185-21.6% | $1,897-51.0% | $3,203-71.0% |
| Admin fee / account holder | $1,579 | $2,608-39.5% | $2,697-41.5% | $4,296-63.2% |