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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 | $6,558 | $99,345-93.4% | $84,753-92.3% | $273,972-97.6% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 8.91% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,396 | $4,214-66.9% | $3,574-60.9% | $4,869-71.3% |
| Participant deferral / active EE | $1,270 | $4,270-70.3% | $3,712-65.8% | $5,287-76.0% |
| Admin fee / account holder | $550 | $6,645-91.7% | $5,333-89.7% | $10,133-94.6% |