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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 | $6,936 | $81,331-91.5% | $155,534-95.5% | $80,935-91.4% |
| Participation rate | 37.8% | 66.3%-28.5pp | 78.2%-40.4pp | 67.7%-29.9pp |
| Annual return | 19.00% | 33.37%-14.4pp | 64.92%-45.9pp | 35.66%-16.7pp |
| Employer contribution / active EE | $420 | $3,105-86.5% | $4,675-91.0% | $2,757-84.7% |
| Participant deferral / active EE | $1,451 | $3,454-58.0% | $5,630-74.2% | $4,299-66.3% |
| Admin fee / account holder | $451 | $7,999-94.4% | $15,900-97.2% | $6,924-93.5% |