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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 | $5,627 | $58,258-90.3% | $81,820-93.1% | $80,925-93.0% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.1pp |
| Annual return | 18.81% | 41.76%-23.0pp | 777.93%-759.1pp | 35.65%-16.8pp |
| Employer contribution / active EE | $796 | $2,345-66.1% | $2,915-72.7% | $2,756-71.1% |
| Participant deferral / active EE | $1,775 | $3,284-45.9% | $4,323-58.9% | $4,299-58.7% |
| Admin fee / account holder | $983 | $4,976-80.2% | $7,391-86.7% | $6,940-85.8% |