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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 | $6,944 | $47,944-85.5% | $67,834-89.8% | $62,881-89.0% |
| Participation rate | 54.7% | 61.1%-6.3pp | 68.8%-14.1pp | 69.3%-14.6pp |
| Annual return | 11.86% | 11.77%+0.1pp | 138.47%-126.6pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,238 | $1,562-20.8% | $2,403-48.5% | $2,281-45.7% |
| Participant deferral / active EE | $1,428 | $2,247-36.4% | $3,160-54.8% | $3,203-55.4% |
| Admin fee / account holder | $4,428 | $3,712+19.3% | $4,622-4.2% | $4,296+3.1% |