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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 | $6,556 | $56,894-88.5% | $84,753-92.3% | $62,881-89.6% |
| Participation rate | 67.4% | 68.5%-1.1pp | 76.6%-9.2pp | 69.3%-1.9pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,268 | $2,400-47.1% | $3,574-64.5% | $2,281-44.4% |
| Participant deferral / active EE | $1,513 | $2,709-44.2% | $3,712-59.2% | $3,203-52.8% |
| Admin fee / account holder | $1,069 | $3,581-70.1% | $5,333-79.9% | $4,296-75.1% |