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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 | $6,955 | $77,814-91.1% | $158,223-95.6% | $86,983-92.0% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 13.90% | 30.54%-16.6pp | 52.09%-38.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $780 | $2,592-69.9% | $4,109-81.0% | $2,584-69.8% |
| Participant deferral / active EE | $935 | $3,270-71.4% | $5,467-82.9% | $4,194-77.7% |
| Admin fee / account holder | $3,469 | $5,879-41.0% | $16,047-78.4% | $7,856-55.8% |