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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 | $6,360 | $52,279-87.8% | $89,414-92.9% | $79,852-92.0% |
| Participation rate | 48.3% | 57.5%-9.3pp | 68.0%-19.7pp | 69.6%-21.4pp |
| Annual return | 27.61% | 22.16%+5.4pp | 245.50%-217.9pp | 31.72%-4.1pp |
| Employer contribution / active EE | $439 | $1,572-72.1% | $2,586-83.0% | $2,471-82.2% |
| Participant deferral / active EE | $1,659 | $2,740-39.5% | $3,890-57.3% | $3,740-55.6% |
| Admin fee / account holder | $1,284 | $3,356-61.8% | $4,883-73.7% | $5,306-75.8% |