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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 | $90,509-94.1% | $78,693-93.2% | $273,968-98.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.64% | 75.61%-70.0pp | 62.18%-56.5pp | 41.45%-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 | $5,264-92.3% | $4,511-91.0% | $10,132-96.0% |