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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 | $6,990 | $72,273-90.3% | $101,275-93.1% | $79,856-91.2% |
| Participation rate | 54.8% | 68.5%-13.7pp | 75.8%-21.0pp | 69.6%-14.9pp |
| Annual return | 43.38% | 22.30%+21.1pp | 46.48%-3.1pp | 31.71%+11.7pp |
| Employer contribution / active EE | $774 | $2,691-71.2% | $3,660-78.8% | $2,471-68.7% |
| Participant deferral / active EE | $1,778 | $3,282-45.8% | $4,371-59.3% | $3,741-52.5% |
| Admin fee / account holder | $417 | $4,401-90.5% | $5,948-93.0% | $5,306-92.1% |