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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 | $6,626 | $93,345-92.9% | $119,126-94.4% | $87,485-92.4% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 13.99% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,189 | $3,172-62.5% | $4,034-70.5% | $2,596-54.2% |
| Participant deferral / active EE | $2,059 | $4,099-49.8% | $5,318-61.3% | $4,274-51.8% |
| Admin fee / account holder | $3,636 | $8,039-54.8% | $10,693-66.0% | $7,775-53.2% |