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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 | $4,372 | $81,358-94.6% | $155,556-97.2% | $80,959-94.6% |
| Participation rate | 64.7% | 66.3%-1.6pp | 78.2%-13.5pp | 67.7%-3.0pp |
| Annual return | 13.01% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $415 | $3,106-86.6% | $4,675-91.1% | $2,757-84.9% |
| Participant deferral / active EE | $1,163 | $3,455-66.3% | $5,631-79.3% | $4,300-73.0% |
| Admin fee / account holder | $847 | $7,994-89.4% | $15,885-94.7% | $6,925-87.8% |