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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 | $6,053 | $215,361-97.2% | $171,082-96.5% | $273,972-97.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 76.7%-31.2pp | 83.0%-37.6pp |
| Annual return | 6.88% | 25.14%-18.3pp | 32.56%-25.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $698 | $4,967-85.9% | $4,002-82.6% | $4,869-85.7% |
| Participant deferral / active EE | $808 | $5,543-85.4% | $4,797-83.2% | $5,287-84.7% |
| Admin fee / account holder | $2,832 | $10,846-73.9% | $8,520-66.8% | $10,133-72.1% |