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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 | $6,575 | $37,446-82.4% | $77,513-91.5% | $79,852-91.8% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.6%-9.6pp |
| Annual return | 21.21% | 39.76%-18.6pp | 54.81%-33.6pp | 31.72%-10.5pp |
| Employer contribution / active EE | $475 | $637-25.5% | $987-51.9% | $2,471-80.8% |
| Participant deferral / active EE | $1,013 | $1,261-19.7% | $1,861-45.6% | $3,740-72.9% |
| Admin fee / account holder | $435 | $2,506-82.6% | $2,859-84.8% | $5,306-91.8% |