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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 | $6,899 | $153,311-95.5% | $109,313-93.7% | $273,972-97.5% |
| Participation rate | 31.3% | 80.1%-48.8pp | 71.3%-40.0pp | 83.0%-51.8pp |
| Annual return | 6.91% | 29.86%-22.9pp | 22.07%-15.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $363 | $5,619-93.5% | $3,892-90.7% | $4,869-92.6% |
| Participant deferral / active EE | $549 | $3,932-86.0% | $3,166-82.7% | $5,287-89.6% |
| Admin fee / account holder | $10,208 | $8,076+26.4% | $5,666+80.2% | $10,133+0.7% |