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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 | $6,942 | $48,364-85.6% | $71,796-90.3% | $62,881-89.0% |
| Participation rate | 57.9% | 60.6%-2.7pp | 69.1%-11.2pp | 69.3%-11.4pp |
| Annual return | 11.06% | 13.16%-2.1pp | 78.04%-67.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $285 | $1,042-72.7% | $1,924-85.2% | $2,281-87.5% |
| Participant deferral / active EE | $1,227 | $2,091-41.3% | $2,794-56.1% | $3,203-61.7% |
| Admin fee / account holder | $635 | $3,771-83.2% | $4,815-86.8% | $4,296-85.2% |