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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 | $6,774 | $99,994-93.2% | $146,647-95.4% | $85,851-92.1% |
| Participation rate | 40.0% | 73.1%-33.1pp | 80.1%-40.1pp | 69.3%-29.3pp |
| Annual return | 11.65% | 18.93%-7.3pp | 22.75%-11.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $790 | $2,559-69.1% | $4,137-80.9% | $2,565-69.2% |
| Participant deferral / active EE | $2,269 | $4,006-43.4% | $5,506-58.8% | $3,952-42.6% |
| Admin fee / account holder | $9,376 | $7,703+21.7% | $10,281-8.8% | $6,261+49.8% |