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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 | $6,828 | $99,345-93.1% | $84,753-91.9% | $273,972-97.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 3.41% | 22.93%-19.5pp | 22.78%-19.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $695 | $4,214-83.5% | $3,574-80.6% | $4,869-85.7% |
| Participant deferral / active EE | $1,924 | $4,270-54.9% | $3,712-48.2% | $5,287-63.6% |
| Admin fee / account holder | $8,739 | $6,645+31.5% | $5,333+63.9% | $10,133-13.8% |