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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 | $5,457 | $78,690-93.1% | $161,489-96.6% | $87,485-93.8% |
| Participation rate | 38.5% | 67.5%-29.0pp | 78.7%-40.2pp | 68.9%-30.5pp |
| Annual return | 27.85% | 32.74%-4.9pp | 89.72%-61.9pp | 26.06%+1.8pp |
| Employer contribution / active EE | $935 | $2,588-63.9% | $4,268-78.1% | $2,596-64.0% |
| Participant deferral / active EE | $2,292 | $3,311-30.8% | $5,630-59.3% | $4,274-46.4% |
| Admin fee / account holder | $7,346 | $6,724+9.3% | $16,006-54.1% | $7,775-5.5% |