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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 | $6,589 | $77,908-91.5% | $149,696-95.6% | $75,173-91.2% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 25.26% | 31.73%-6.5pp | 134.46%-109.2pp | 160.72%-135.5pp |
| Employer contribution / active EE | $976 | $3,138-68.9% | $4,821-79.8% | $2,671-63.5% |
| Participant deferral / active EE | $1,901 | $3,411-44.3% | $5,682-66.6% | $4,126-53.9% |
| Admin fee / account holder | $1,857 | $5,950-68.8% | $13,212-85.9% | $5,651-67.1% |