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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 | $6,645 | $51,642-87.1% | $129,384-94.9% | $80,935-91.8% |
| Participation rate | 61.8% | 56.9%+4.8pp | 69.6%-7.9pp | 67.7%-5.9pp |
| Annual return | 32.21% | 20.78%+11.4pp | 9461.77%-9429.6pp | 35.66%-3.4pp |
| Employer contribution / active EE | $1,418 | $1,583-10.4% | $4,153-65.9% | $2,757-48.6% |
| Participant deferral / active EE | $2,664 | $2,670-0.2% | $4,166-36.0% | $4,299-38.0% |
| Admin fee / account holder | $2,046 | $4,312-52.5% | $7,686-73.4% | $6,924-70.4% |