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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 | $6,758 | $88,672-92.4% | $105,223-93.6% | $82,448-91.8% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 18.32% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $819 | $3,048-73.1% | $3,689-77.8% | $2,551-67.9% |
| Participant deferral / active EE | $2,568 | $4,036-36.4% | $5,072-49.4% | $4,139-38.0% |
| Admin fee / account holder | $645 | $7,146-91.0% | $8,859-92.7% | $7,234-91.1% |