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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 | $5,338 | $90,486-94.1% | $78,676-93.2% | $273,972-98.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.64% | 75.62%-70.0pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $781 | $3,175-75.4% | $2,850-72.6% | $4,869-84.0% |
| Participant deferral / active EE | $587 | $3,901-84.9% | $3,517-83.3% | $5,287-88.9% |
| Admin fee / account holder | $408 | $5,263-92.3% | $4,510-91.0% | $10,133-96.0% |