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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 | $6,249 | $35,183-82.2% | $73,550-91.5% | $70,126-91.1% |
| Participation rate | 30.9% | 42.9%-12.0pp | 54.9%-24.0pp | 69.5%-38.6pp |
| Annual return | 66.74% | 26.90%+39.8pp | -15.16%+81.9pp | 73.15%-6.4pp |
| Employer contribution / active EE | $609 | $709-14.0% | $1,219-50.0% | $2,343-74.0% |
| Participant deferral / active EE | $1,041 | $1,220-14.7% | $1,804-42.3% | $3,332-68.8% |
| Admin fee / account holder | $344 | $2,302-85.1% | $2,320-85.2% | $4,645-92.6% |