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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 | $55,902-89.5% | $76,030-92.2% | $80,959-92.7% |
| Participation rate | 44.3% | 62.1%-17.8pp | 69.1%-24.8pp | 67.7%-23.4pp |
| Annual return | 15.33% | 20.59%-5.3pp | 361.54%-346.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $852 | $1,867-54.4% | $2,688-68.3% | $2,757-69.1% |
| Participant deferral / active EE | $1,051 | $3,051-65.5% | $4,257-75.3% | $4,300-75.5% |
| Admin fee / account holder | $786 | $5,239-85.0% | $6,421-87.8% | $6,925-88.6% |