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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 | $3,546 | $46,877-92.4% | $122,354-97.1% | $70,126-94.9% |
| Participation rate | 57.1% | 58.2%-1.1pp | 71.6%-14.5pp | 69.5%-12.4pp |
| Annual return | 19.46% | 24.22%-4.8pp | 30.28%-10.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $355 | $1,288-72.5% | $4,051-91.2% | $2,343-84.9% |
| Participant deferral / active EE | $835 | $2,167-61.5% | $3,287-74.6% | $3,332-74.9% |
| Admin fee / account holder | $1,226 | $3,324-63.1% | $5,479-77.6% | $4,645-73.6% |