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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 | $4,768 | $55,930-91.5% | $76,089-93.7% | $80,925-94.1% |
| Participation rate | 61.2% | 62.1%-0.8pp | 69.1%-7.9pp | 67.7%-6.4pp |
| Annual return | 18.60% | 20.58%-2.0pp | 360.94%-342.3pp | 35.65%-17.0pp |
| Employer contribution / active EE | $717 | $1,866-61.6% | $2,690-73.4% | $2,756-74.0% |
| Participant deferral / active EE | $1,492 | $3,051-51.1% | $4,259-65.0% | $4,299-65.3% |
| Admin fee / account holder | $2,331 | $5,241-55.5% | $6,418-63.7% | $6,940-66.4% |