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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 | $6,541 | $81,358-92.0% | $155,556-95.8% | $80,959-91.9% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 43.85% | 33.39%+10.5pp | 64.84%-21.0pp | 35.67%+8.2pp |
| Employer contribution / active EE | $593 | $3,106-80.9% | $4,675-87.3% | $2,757-78.5% |
| Participant deferral / active EE | $1,542 | $3,455-55.4% | $5,631-72.6% | $4,300-64.1% |
| Admin fee / account holder | $14,686 | $7,994+83.7% | $15,885-7.5% | $6,925+112.1% |