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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 | $6,967 | $77,901-91.1% | $149,717-95.3% | $75,181-90.7% |
| Participation rate | 31.0% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.2pp |
| Annual return | 20.57% | 31.73%-11.2pp | 134.41%-113.8pp | 160.69%-140.1pp |
| Employer contribution / active EE | $467 | $3,137-85.1% | $4,820-90.3% | $2,671-82.5% |
| Participant deferral / active EE | $1,329 | $3,411-61.0% | $5,682-76.6% | $4,126-67.8% |
| Admin fee / account holder | $1,212 | $5,949-79.6% | $13,213-90.8% | $5,650-78.5% |