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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 | $6,062 | $93,346-93.5% | $71,796-91.6% | $273,972-97.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 8.60% | 130.39%-121.8pp | 78.04%-69.4pp | 41.46%-32.9pp |
| Employer contribution / active EE | $884 | $2,733-67.7% | $1,924-54.1% | $4,869-81.8% |
| Participant deferral / active EE | $1,279 | $3,475-63.2% | $2,794-54.2% | $5,287-75.8% |
| Admin fee / account holder | $2,173 | $6,571-66.9% | $4,815-54.9% | $10,133-78.6% |