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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 | $5,238 | $35,183-85.1% | $73,550-92.9% | $70,126-92.5% |
| Participation rate | 27.8% | 42.9%-15.2pp | 54.9%-27.1pp | 69.5%-41.8pp |
| Annual return | 30.20% | 26.90%+3.3pp | -15.16%+45.4pp | 73.15%-42.9pp |
| Employer contribution / active EE | $169 | $709-76.2% | $1,219-86.2% | $2,343-92.8% |
| Participant deferral / active EE | $380 | $1,220-68.8% | $1,804-78.9% | $3,332-88.6% |
| Admin fee / account holder | $1,785 | $2,302-22.5% | $2,320-23.1% | $4,645-61.6% |