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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 | $6,883 | $59,839-88.5% | $81,991-91.6% | $79,852-91.4% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.3%-22.8pp | 69.6%-23.2pp |
| Annual return | 56.28% | 17.56%+38.7pp | 41.31%+15.0pp | 31.72%+24.6pp |
| Employer contribution / active EE | $615 | $1,713-64.1% | $2,498-75.4% | $2,471-75.1% |
| Participant deferral / active EE | $1,751 | $2,695-35.0% | $3,722-53.0% | $3,740-53.2% |
| Admin fee / account holder | $406 | $4,287-90.5% | $5,665-92.8% | $5,306-92.4% |