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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 | $6,324 | $52,580-88.0% | $71,671-91.2% | $70,124-91.0% |
| Participation rate | 57.6% | 60.9%-3.3pp | 68.7%-11.2pp | 69.5%-12.0pp |
| Annual return | 25.48% | 20.25%+5.2pp | 20.65%+4.8pp | 73.14%-47.7pp |
| Employer contribution / active EE | $1,557 | $1,616-3.7% | $2,460-36.7% | $2,342-33.5% |
| Participant deferral / active EE | $1,757 | $2,386-26.4% | $3,438-48.9% | $3,332-47.3% |
| Admin fee / account holder | $750 | $3,653-79.5% | $5,558-86.5% | $4,645-83.9% |