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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 | $6,466 | $71,208-90.9% | $93,681-93.1% | $80,911-92.0% |
| Participation rate | 41.9% | 60.4%-18.5pp | 68.7%-26.8pp | 67.6%-25.7pp |
| Annual return | 20.02% | 11.27%+8.7pp | 133.47%-113.5pp | 35.63%-15.6pp |
| Employer contribution / active EE | $1,493 | $1,564-4.6% | $2,422-38.4% | $2,756-45.8% |
| Participant deferral / active EE | $2,711 | $4,035-32.8% | $4,415-38.6% | $4,297-36.9% |
| Admin fee / account holder | $556 | $6,951-92.0% | $8,290-93.3% | $6,935-92.0% |