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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 | $5,117 | $77,901-93.4% | $149,717-96.6% | $75,181-93.2% |
| Participation rate | 18.5% | 65.6%-47.1pp | 78.8%-60.3pp | 67.2%-48.7pp |
| Annual return | 26.16% | 31.73%-5.6pp | 134.41%-108.2pp | 160.69%-134.5pp |
| Employer contribution / active EE | $549 | $3,137-82.5% | $4,820-88.6% | $2,671-79.4% |
| Participant deferral / active EE | $935 | $3,411-72.6% | $5,682-83.5% | $4,126-77.3% |
| Admin fee / account holder | $668 | $5,949-88.8% | $13,213-94.9% | $5,650-88.2% |