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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 | $6,460 | $35,183-81.6% | $73,545-91.2% | $70,124-90.8% |
| Participation rate | 33.3% | 42.9%-9.6pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 17.93% | 26.90%-9.0pp | -15.16%+33.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $931 | $709+31.4% | $1,219-23.6% | $2,342-60.2% |
| Participant deferral / active EE | $1,411 | $1,220+15.7% | $1,806-21.9% | $3,332-57.6% |
| Admin fee / account holder | $3,019 | $2,302+31.1% | $2,320+30.1% | $4,645-35.0% |