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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 | $6,247 | $88,583-92.9% | $88,497-92.9% | $273,972-97.7% |
| Participation rate | 58.8% | 83.5%-24.6pp | 82.4%-23.6pp | 83.0%-24.2pp |
| Annual return | 6.61% | 5.68%+0.9pp | 7.63%-1.0pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,101 | $4,502-53.3% | $4,036-48.0% | $4,869-56.9% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $359 | $8,980-96.0% | $6,220-94.2% | $10,133-96.5% |