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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 | $6,360 | $39,162-83.8% | $100,671-93.7% | $59,633-89.3% |
| Participation rate | 68.3% | 55.9%+12.4pp | 70.7%-2.4pp | 68.7%-0.4pp |
| Annual return | -1.16% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $892 | $1,151-22.5% | $4,012-77.8% | $2,203-59.5% |
| Participant deferral / active EE | $914 | $1,992-54.1% | $3,144-70.9% | $3,192-71.4% |
| Admin fee / account holder | $681 | $2,969-77.1% | $4,850-86.0% | $4,297-84.2% |