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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 | $6,631 | $77,908-91.5% | $149,696-95.6% | $75,173-91.2% |
| Participation rate | 59.0% | 65.6%-6.6pp | 78.8%-19.8pp | 67.2%-8.2pp |
| Annual return | 27.68% | 31.73%-4.0pp | 134.46%-106.8pp | 160.72%-133.0pp |
| Employer contribution / active EE | $1,612 | $3,138-48.6% | $4,821-66.6% | $2,671-39.7% |
| Participant deferral / active EE | $2,828 | $3,411-17.1% | $5,682-50.2% | $4,126-31.5% |
| Admin fee / account holder | $306 | $5,950-94.9% | $13,212-97.7% | $5,651-94.6% |