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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 | $5,896 | $56,060-89.5% | $76,002-92.2% | $80,874-92.7% |
| Participation rate | 44.3% | 62.0%-17.8pp | 69.1%-24.8pp | 67.6%-23.4pp |
| Annual return | 15.33% | 20.54%-5.2pp | 360.07%-344.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $852 | $1,873-54.5% | $2,688-68.3% | $2,756-69.1% |
| Participant deferral / active EE | $1,051 | $3,051-65.5% | $4,257-75.3% | $4,297-75.5% |
| Admin fee / account holder | $786 | $5,237-85.0% | $6,414-87.7% | $6,935-88.7% |