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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 | $6,828 | $93,346-92.7% | $71,796-90.5% | $273,972-97.5% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 6.21% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,008 | $2,733-63.1% | $1,924-47.6% | $4,869-79.3% |
| Participant deferral / active EE | $1,011 | $3,475-70.9% | $2,794-63.8% | $5,287-80.9% |
| Admin fee / account holder | $337 | $6,571-94.9% | $4,815-93.0% | $10,133-96.7% |