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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 | $5,295 | $65,712-91.9% | $57,196-90.7% | $273,972-98.1% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | 9.04% | 22.01%-13.0pp | 14.59%-5.6pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,222 | $3,280-62.7% | $2,683-54.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,319 | $3,782-65.1% | $3,096-57.4% | $5,287-75.0% |
| Admin fee / account holder | $5,271 | $4,838+9.0% | $3,141+67.8% | $10,133-48.0% |