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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 | $6,710 | $81,476-91.8% | $102,383-93.4% | $80,925-91.7% |
| Participation rate | 48.4% | 66.8%-18.5pp | 74.5%-26.1pp | 67.7%-19.3pp |
| Annual return | 31.51% | 25.59%+5.9pp | 24.94%+6.6pp | 35.65%-4.1pp |
| Employer contribution / active EE | $846 | $3,105-72.8% | $3,870-78.2% | $2,756-69.3% |
| Participant deferral / active EE | $1,720 | $3,871-55.6% | $5,060-66.0% | $4,299-60.0% |
| Admin fee / account holder | $350 | $6,717-94.8% | $8,391-95.8% | $6,940-95.0% |