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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 | $5,718 | $174,018-96.7% | $136,833-95.8% | $198,609-97.1% |
| Participation rate | 33.3% | 65.1%-31.8pp | 59.0%-25.7pp | 82.4%-49.0pp |
| Annual return | 6.33% | 35.16%-28.8pp | 35.32%-29.0pp | 202.70%-196.4pp |
| Employer contribution / active EE | $388 | $1,571-75.3% | $1,319-70.6% | $5,055-92.3% |
| Participant deferral / active EE | $757 | $2,873-73.7% | $2,441-69.0% | $6,977-89.2% |
| Admin fee / account holder | $6,005 | $5,434+10.5% | $4,706+27.6% | $19,030-68.4% |