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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 | $6,262 | $81,358-92.3% | $155,556-96.0% | $80,959-92.3% |
| Participation rate | 38.4% | 66.3%-27.9pp | 78.2%-39.9pp | 67.7%-29.3pp |
| Annual return | 17.48% | 33.39%-15.9pp | 64.84%-47.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $610 | $3,106-80.4% | $4,675-86.9% | $2,757-77.9% |
| Participant deferral / active EE | $951 | $3,455-72.5% | $5,631-83.1% | $4,300-77.9% |
| Admin fee / account holder | $456 | $7,994-94.3% | $15,885-97.1% | $6,925-93.4% |