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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 | $4,952 | $48,364-89.8% | $71,796-93.1% | $62,881-92.1% |
| Participation rate | 56.6% | 60.6%-4.0pp | 69.1%-12.5pp | 69.3%-12.7pp |
| Annual return | 30.16% | 13.16%+17.0pp | 78.04%-47.9pp | 20.14%+10.0pp |
| Employer contribution / active EE | $1,564 | $1,042+50.1% | $1,924-18.7% | $2,281-31.4% |
| Participant deferral / active EE | $1,766 | $2,091-15.5% | $2,794-36.8% | $3,203-44.9% |
| Admin fee / account holder | $482 | $3,771-87.2% | $4,815-90.0% | $4,296-88.8% |