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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 | $4,817 | $37,446-87.1% | $77,513-93.8% | $79,852-94.0% |
| Participation rate | 36.9% | 41.5%-4.6pp | 54.2%-17.3pp | 69.6%-32.7pp |
| Annual return | 19.78% | 39.76%-20.0pp | 54.81%-35.0pp | 31.72%-11.9pp |
| Employer contribution / active EE | $136 | $637-78.7% | $987-86.2% | $2,471-94.5% |
| Participant deferral / active EE | $380 | $1,261-69.9% | $1,861-79.6% | $3,740-89.8% |
| Admin fee / account holder | $316 | $2,506-87.4% | $2,859-88.9% | $5,306-94.0% |