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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 | $4,560 | $64,920-93.0% | $103,693-95.6% | $86,983-94.8% |
| Participation rate | 48.6% | 63.6%-15.0pp | 72.6%-24.1pp | 69.5%-21.0pp |
| Annual return | 13.18% | 30.29%-17.1pp | 47.61%-34.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $659 | $2,141-69.2% | $2,920-77.4% | $2,584-74.5% |
| Participant deferral / active EE | $967 | $3,241-70.2% | $4,579-78.9% | $4,194-76.9% |
| Admin fee / account holder | $2,456 | $6,191-60.3% | $7,858-68.7% | $7,856-68.7% |