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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 | $6,954 | $99,345-93.0% | $84,753-91.8% | $273,972-97.5% |
| Participation rate | 43.5% | 80.7%-37.2pp | 76.6%-33.1pp | 83.0%-39.5pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,143 | $4,214-72.9% | $3,574-68.0% | $4,869-76.5% |
| Participant deferral / active EE | $2,077 | $4,270-51.3% | $3,712-44.0% | $5,287-60.7% |
| Admin fee / account holder | $11,008 | $6,645+65.6% | $5,333+106.4% | $10,133+8.6% |