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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 | $6,129 | $81,276-92.5% | $155,574-96.1% | $80,925-92.4% |
| Participation rate | 48.6% | 66.2%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 12.02% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,119 | $3,103-63.9% | $4,676-76.1% | $2,756-59.4% |
| Participant deferral / active EE | $1,545 | $3,453-55.3% | $5,629-72.6% | $4,299-64.1% |
| Admin fee / account holder | $2,962 | $7,993-62.9% | $15,914-81.4% | $6,940-57.3% |