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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 | $6,610 | $35,183-81.2% | $73,550-91.0% | $70,126-90.6% |
| Participation rate | 38.1% | 42.9%-4.8pp | 54.9%-16.8pp | 69.5%-31.4pp |
| Annual return | 32.04% | 26.90%+5.1pp | -15.16%+47.2pp | 73.15%-41.1pp |
| Employer contribution / active EE | $249 | $709-64.9% | $1,219-79.6% | $2,343-89.4% |
| Participant deferral / active EE | $546 | $1,220-55.2% | $1,804-69.7% | $3,332-83.6% |
| Admin fee / account holder | $422 | $2,302-81.7% | $2,320-81.8% | $4,645-90.9% |