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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 | $6,881 | $115,225-94.0% | $100,712-93.2% | $138,895-95.0% |
| Participation rate | 56.3% | 74.3%-18.1pp | 69.3%-13.0pp | 79.9%-23.7pp |
| Annual return | 17.46% | 40.35%-22.9pp | 33.27%-15.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $640 | $2,771-76.9% | $2,313-72.3% | $4,194-84.7% |
| Participant deferral / active EE | $1,236 | $4,699-73.7% | $4,085-69.8% | $6,396-80.7% |
| Admin fee / account holder | $637 | $10,844-94.1% | $9,256-93.1% | $12,562-94.9% |