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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 | $6,692 | $45,050-85.1% | $63,018-89.4% | $70,126-90.5% |
| Participation rate | 32.5% | 69.5%-37.0pp | 74.8%-42.3pp | 69.5%-37.0pp |
| Annual return | 13.15% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $384 | $2,052-81.3% | $2,761-86.1% | $2,343-83.6% |
| Participant deferral / active EE | $753 | $2,466-69.5% | $3,330-77.4% | $3,332-77.4% |
| Admin fee / account holder | $1,953 | $2,834-31.1% | $3,601-45.8% | $4,645-58.0% |