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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 | $6,345 | $153,311-95.9% | $109,313-94.2% | $273,972-97.7% |
| Participation rate | 55.0% | 80.1%-25.1pp | 71.3%-16.3pp | 83.0%-28.0pp |
| Annual return | 17.94% | 29.86%-11.9pp | 22.07%-4.1pp | 41.46%-23.5pp |
| Employer contribution / active EE | $265 | $5,619-95.3% | $3,892-93.2% | $4,869-94.5% |
| Participant deferral / active EE | $496 | $3,932-87.4% | $3,166-84.3% | $5,287-90.6% |
| Admin fee / account holder | $538 | $8,076-93.3% | $5,666-90.5% | $10,133-94.7% |