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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 | $5,714 | $103,949-94.5% | $69,182-91.7% | $273,972-97.9% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 3.00% | 35.28%-32.3pp | -21.93%+24.9pp | 41.46%-38.5pp |
| Employer contribution / active EE | $417 | $1,783-76.6% | $1,206-65.5% | $4,869-91.4% |
| Participant deferral / active EE | $206 | $2,716-92.4% | $1,897-89.1% | $5,287-96.1% |
| Admin fee / account holder | $1,488 | $3,671-59.5% | $2,697-44.8% | $10,133-85.3% |