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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 | $6,402 | $91,179-93.0% | $178,499-96.4% | $79,852-92.0% |
| Participation rate | 59.2% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.5pp |
| Annual return | 22.38% | 24.19%-1.8pp | 151.10%-128.7pp | 31.72%-9.3pp |
| Employer contribution / active EE | $796 | $3,256-75.6% | $5,011-84.1% | $2,471-67.8% |
| Participant deferral / active EE | $1,121 | $3,236-65.3% | $5,202-78.4% | $3,740-70.0% |
| Admin fee / account holder | $926 | $6,749-86.3% | $13,986-93.4% | $5,306-82.5% |