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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 | $6,822 | $58,828-88.4% | $78,002-91.3% | $62,881-89.2% |
| Participation rate | 67.6% | 71.1%-3.5pp | 75.5%-8.0pp | 69.3%-1.7pp |
| Annual return | 13.42% | 17.16%-3.7pp | 425.99%-412.6pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,258 | $1,672-24.7% | $2,470-49.1% | $2,281-44.8% |
| Participant deferral / active EE | $1,827 | $2,686-32.0% | $3,497-47.7% | $3,203-42.9% |
| Admin fee / account holder | $562 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |