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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 | $6,642 | $71,230-90.7% | $93,727-92.9% | $80,959-91.8% |
| Participation rate | 52.8% | 60.4%-7.6pp | 68.7%-15.9pp | 67.7%-14.9pp |
| Annual return | 15.39% | 11.26%+4.1pp | 133.83%-118.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $847 | $1,565-45.9% | $2,421-65.0% | $2,757-69.3% |
| Participant deferral / active EE | $1,328 | $4,037-67.1% | $4,417-69.9% | $4,300-69.1% |
| Admin fee / account holder | $479 | $6,961-93.1% | $8,292-94.2% | $6,925-93.1% |