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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 | $6,904 | $93,598-92.6% | $135,974-94.9% | $75,173-90.8% |
| Participation rate | 40.7% | 75.2%-34.5pp | 81.9%-41.2pp | 67.2%-26.5pp |
| Annual return | 21.39% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,042 | $3,538-42.3% | $4,859-58.0% | $2,671-23.5% |
| Participant deferral / active EE | $2,898 | $6,405-54.8% | $7,760-62.7% | $4,126-29.8% |
| Admin fee / account holder | $1,708 | $6,978-75.5% | $10,767-84.1% | $5,651-69.8% |