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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 | $5,168 | $96,956-94.7% | $69,779-92.6% | $273,972-98.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 2.12% | 12.93%-10.8pp | 12.99%-10.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $435 | $3,316-86.9% | $2,338-81.4% | $4,869-91.1% |
| Participant deferral / active EE | $644 | $3,744-82.8% | $2,931-78.0% | $5,287-87.8% |
| Admin fee / account holder | $906 | $7,934-88.6% | $4,381-79.3% | $10,133-91.1% |