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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 | $6,377 | $108,212-94.1% | $77,513-91.8% | $158,966-96.0% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 36.30% | 31.67%+4.6pp | 54.81%-18.5pp | 302.95%-266.6pp |
| Employer contribution / active EE | $896 | $1,325-32.4% | $987-9.2% | $4,762-81.2% |
| Participant deferral / active EE | $1,183 | $2,455-51.8% | $1,861-36.5% | $5,983-80.2% |
| Admin fee / account holder | $465 | $3,709-87.5% | $2,859-83.7% | $11,250-95.9% |