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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 | $6,252 | $93,064-93.3% | $74,577-91.6% | $273,972-97.7% |
| Participation rate | 23.5% | 74.9%-51.4pp | 68.1%-44.6pp | 83.0%-59.5pp |
| Annual return | 8.64% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $151 | $3,160-95.2% | $2,525-94.0% | $4,869-96.9% |
| Participant deferral / active EE | $905 | $4,160-78.3% | $3,458-73.8% | $5,287-82.9% |
| Admin fee / account holder | $642 | $5,273-87.8% | $4,138-84.5% | $10,133-93.7% |