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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 | $6,093 | $48,364-87.4% | $71,796-91.5% | $62,881-90.3% |
| Participation rate | 54.1% | 60.6%-6.6pp | 69.1%-15.1pp | 69.3%-15.3pp |
| Annual return | 7.27% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $205 | $1,042-80.3% | $1,924-89.3% | $2,281-91.0% |
| Participant deferral / active EE | $957 | $2,091-54.2% | $2,794-65.7% | $3,203-70.1% |
| Admin fee / account holder | $1,855 | $3,771-50.8% | $4,815-61.5% | $4,296-56.8% |