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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 | $5,277 | $81,331-93.5% | $155,534-96.6% | $80,935-93.5% |
| Participation rate | 17.2% | 66.3%-49.0pp | 78.2%-61.0pp | 67.7%-50.4pp |
| Annual return | 16.99% | 33.37%-16.4pp | 64.92%-47.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $621 | $3,105-80.0% | $4,675-86.7% | $2,757-77.5% |
| Participant deferral / active EE | $1,175 | $3,454-66.0% | $5,630-79.1% | $4,299-72.7% |
| Admin fee / account holder | $2,394 | $7,999-70.1% | $15,900-84.9% | $6,924-65.4% |