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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 | $4,745 | $65,712-92.8% | $57,196-91.7% | $273,972-98.3% |
| Participation rate | 47.1% | 78.3%-31.3pp | 75.3%-28.3pp | 83.0%-36.0pp |
| Annual return | 6.26% | 22.01%-15.7pp | 14.59%-8.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $849 | $3,280-74.1% | $2,683-68.4% | $4,869-82.6% |
| Participant deferral / active EE | $1,302 | $3,782-65.6% | $3,096-58.0% | $5,287-75.4% |
| Admin fee / account holder | $424 | $4,838-91.2% | $3,141-86.5% | $10,133-95.8% |