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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 | $5,705 | $64,920-91.2% | $103,693-94.5% | $86,983-93.4% |
| Participation rate | 31.9% | 63.6%-31.7pp | 72.6%-40.7pp | 69.5%-37.6pp |
| Annual return | 15.35% | 30.29%-14.9pp | 47.61%-32.3pp | 25.83%-10.5pp |
| Employer contribution / active EE | $237 | $2,141-88.9% | $2,920-91.9% | $2,584-90.8% |
| Participant deferral / active EE | $935 | $3,241-71.2% | $4,579-79.6% | $4,194-77.7% |
| Admin fee / account holder | $1,303 | $6,191-79.0% | $7,858-83.4% | $7,856-83.4% |