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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 | $6,106 | $48,314-87.4% | $67,561-91.0% | $80,925-92.5% |
| Participation rate | 52.8% | 66.4%-13.6pp | 72.9%-20.1pp | 67.7%-14.9pp |
| Annual return | 14.43% | 18.28%-3.8pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $889 | $2,022-56.0% | $2,735-67.5% | $2,756-67.7% |
| Participant deferral / active EE | $1,323 | $2,927-54.8% | $4,003-67.0% | $4,299-69.2% |
| Admin fee / account holder | $1,079 | $3,690-70.8% | $4,006-73.1% | $6,940-84.5% |