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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 | $6,693 | $96,236-93.0% | $136,072-95.1% | $80,935-91.7% |
| Participation rate | 48.3% | 71.2%-22.9pp | 76.4%-28.2pp | 67.7%-19.4pp |
| Annual return | 17.59% | 28.74%-11.1pp | 580.46%-562.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $916 | $3,350-72.7% | $4,216-78.3% | $2,757-66.8% |
| Participant deferral / active EE | $1,931 | $5,709-66.2% | $7,028-72.5% | $4,299-55.1% |
| Admin fee / account holder | $2,411 | $8,250-70.8% | $6,718-64.1% | $6,924-65.2% |