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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 | $57,140-89.9% | $85,240-93.2% | $80,959-92.9% |
| Participation rate | 39.2% | 56.4%-17.2pp | 67.5%-28.3pp | 67.7%-28.5pp |
| Annual return | 10.81% | 21.71%-10.9pp | 66.75%-55.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $683 | $1,802-62.1% | $2,735-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $852 | $3,115-72.7% | $4,527-81.2% | $4,300-80.2% |
| Admin fee / account holder | $746 | $4,992-85.0% | $6,165-87.9% | $6,925-89.2% |