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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 | $6,404 | $37,436-82.9% | $77,513-91.7% | $79,858-92.0% |
| Participation rate | 34.2% | 41.5%-7.3pp | 54.2%-20.0pp | 69.6%-35.5pp |
| Annual return | 25.91% | 39.75%-13.8pp | 54.81%-28.9pp | 31.72%-5.8pp |
| Employer contribution / active EE | $485 | $637-23.8% | $987-50.8% | $2,471-80.4% |
| Participant deferral / active EE | $706 | $1,261-44.0% | $1,861-62.0% | $3,740-81.1% |
| Admin fee / account holder | $554 | $2,505-77.9% | $2,859-80.6% | $5,306-89.6% |