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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 | $6,769 | $71,197-90.5% | $93,669-92.8% | $80,925-91.6% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.7%-11.7pp |
| Annual return | 13.88% | 11.27%+2.6pp | 133.59%-119.7pp | 35.65%-21.8pp |
| Employer contribution / active EE | $891 | $1,565-43.1% | $2,424-63.2% | $2,756-67.7% |
| Participant deferral / active EE | $2,841 | $4,036-29.6% | $4,416-35.7% | $4,299-33.9% |
| Admin fee / account holder | $1,065 | $6,959-84.7% | $8,291-87.2% | $6,940-84.7% |