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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 | $5,388 | $75,720-92.9% | $90,312-94.0% | $86,983-93.8% |
| Participation rate | 58.6% | 66.3%-7.7pp | 72.9%-14.3pp | 69.5%-10.9pp |
| Annual return | 14.01% | 18.55%-4.5pp | 18.90%-4.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $636 | $1,945-67.3% | $2,243-71.7% | $2,584-75.4% |
| Participant deferral / active EE | $1,139 | $3,001-62.0% | $3,749-69.6% | $4,194-72.8% |
| Admin fee / account holder | $363 | $6,201-94.2% | $8,248-95.6% | $7,856-95.4% |