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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 | $5,306 | $54,757-90.3% | $90,304-94.1% | $72,975-92.7% |
| Participation rate | 62.1% | 65.2%-3.1pp | 73.3%-11.2pp | 69.5%-7.4pp |
| Annual return | 23.63% | 30.63%-7.0pp | 78.13%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $303 | $2,093-85.5% | $2,855-89.4% | $2,440-87.6% |
| Participant deferral / active EE | $1,551 | $2,887-46.3% | $3,885-60.1% | $3,608-57.0% |
| Admin fee / account holder | $449 | $3,973-88.7% | $5,354-91.6% | $5,124-91.2% |