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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 | $4,699 | $103,949-95.5% | $69,182-93.2% | $273,972-98.3% |
| Participation rate | 29.2% | 67.4%-38.2pp | 55.1%-25.9pp | 83.0%-53.8pp |
| Annual return | 36.37% | 35.28%+1.1pp | -21.93%+58.3pp | 41.46%-5.1pp |
| Employer contribution / active EE | $536 | $1,783-70.0% | $1,206-55.6% | $4,869-89.0% |
| Participant deferral / active EE | $848 | $2,716-68.8% | $1,897-55.3% | $5,287-84.0% |
| Admin fee / account holder | $1,078 | $3,671-70.6% | $2,697-60.0% | $10,133-89.4% |