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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 | $5,756 | $57,057-89.9% | $85,009-93.2% | $80,874-92.9% |
| Participation rate | 39.2% | 56.4%-17.2pp | 67.5%-28.3pp | 67.6%-28.5pp |
| Annual return | 10.81% | 21.66%-10.8pp | 66.47%-55.7pp | 35.62%-24.8pp |
| Employer contribution / active EE | $683 | $1,799-62.0% | $2,728-75.0% | $2,756-75.2% |
| Participant deferral / active EE | $852 | $3,112-72.6% | $4,522-81.2% | $4,297-80.2% |
| Admin fee / account holder | $746 | $4,986-85.0% | $6,153-87.9% | $6,935-89.2% |