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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 | $6,810 | $46,877-85.5% | $122,354-94.4% | $70,126-90.3% |
| Participation rate | 54.7% | 58.2%-3.5pp | 71.6%-16.9pp | 69.5%-14.8pp |
| Annual return | 50.36% | 24.22%+26.1pp | 30.28%+20.1pp | 73.15%-22.8pp |
| Employer contribution / active EE | $547 | $1,288-57.6% | $4,051-86.5% | $2,343-76.7% |
| Participant deferral / active EE | $2,374 | $2,167+9.5% | $3,287-27.8% | $3,332-28.8% |
| Admin fee / account holder | $313 | $3,324-90.6% | $5,479-94.3% | $4,645-93.3% |