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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 | $6,764 | $66,319-89.8% | $93,621-92.8% | $65,185-89.6% |
| Participation rate | 37.7% | 74.0%-36.3pp | 75.8%-38.1pp | 70.2%-32.5pp |
| Annual return | 39.48% | 42.59%-3.1pp | 32.76%+6.7pp | 29.38%+10.1pp |
| Employer contribution / active EE | $922 | $2,013-54.2% | $2,719-66.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,540 | $3,343-53.9% | $4,070-62.2% | $3,514-56.2% |
| Admin fee / account holder | $1,149 | $6,900-83.4% | $7,890-85.4% | $847+35.6% |