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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 | $6,961 | $79,955-91.3% | $98,450-92.9% | $75,181-90.7% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.2%-10.9pp | 67.2%-2.9pp |
| Annual return | 28.51% | 19.75%+8.8pp | 21.16%+7.3pp | 160.69%-132.2pp |
| Employer contribution / active EE | $617 | $2,264-72.8% | $3,049-79.8% | $2,671-76.9% |
| Participant deferral / active EE | $1,929 | $3,752-48.6% | $4,739-59.3% | $4,126-53.2% |
| Admin fee / account holder | $598 | $6,841-91.3% | $8,961-93.3% | $5,650-89.4% |