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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 | $6,796 | $72,273-90.6% | $101,275-93.3% | $79,856-91.5% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 38.52% | 22.30%+16.2pp | 46.48%-8.0pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,328 | $2,691-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $1,976 | $3,282-39.8% | $4,371-54.8% | $3,741-47.2% |
| Admin fee / account holder | $2,632 | $4,401-40.2% | $5,948-55.7% | $5,306-50.4% |