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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 | $78,690-91.4% | $161,489-95.8% | $87,485-92.3% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 19.71% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,271 | $2,588-50.9% | $4,268-70.2% | $2,596-51.1% |
| Participant deferral / active EE | $1,921 | $3,311-42.0% | $5,630-65.9% | $4,274-55.0% |
| Admin fee / account holder | $788 | $6,724-88.3% | $16,006-95.1% | $7,775-89.9% |