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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 | $6,882 | $67,602-89.8% | $82,312-91.6% | $70,126-90.2% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 40.06% | 21.57%+18.5pp | 25.88%+14.2pp | 73.15%-33.1pp |
| Employer contribution / active EE | $994 | $1,755-43.4% | $2,428-59.1% | $2,343-57.6% |
| Participant deferral / active EE | $1,394 | $2,987-53.3% | $3,706-62.4% | $3,332-58.2% |
| Admin fee / account holder | $451 | $4,512-90.0% | $5,608-92.0% | $4,645-90.3% |