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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 | $6,747 | $86,050-92.2% | $189,758-96.4% | $94,015-92.8% |
| Participation rate | 63.0% | 68.9%-5.9pp | 79.8%-16.8pp | 70.8%-7.9pp |
| Annual return | 19.71% | 17.77%+1.9pp | 52.62%-32.9pp | 17.84%+1.9pp |
| Employer contribution / active EE | $1,271 | $2,819-54.9% | $4,767-73.3% | $2,790-54.5% |
| Participant deferral / active EE | $1,921 | $3,349-42.6% | $5,856-67.2% | $4,249-54.8% |
| Admin fee / account holder | $788 | $6,627-88.1% | $20,388-96.1% | $8,951-91.2% |