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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 | $6,065 | $69,590-91.3% | $136,867-95.6% | $94,015-93.5% |
| Participation rate | 64.5% | 66.3%-1.8pp | 74.5%-10.0pp | 70.8%-6.3pp |
| Annual return | 17.71% | 19.62%-1.9pp | 42.97%-25.3pp | 17.84%-0.1pp |
| Employer contribution / active EE | $483 | $2,396-79.9% | $3,547-86.4% | $2,790-82.7% |
| Participant deferral / active EE | $1,099 | $3,437-68.0% | $4,924-77.7% | $4,249-74.1% |
| Admin fee / account holder | $902 | $8,912-89.9% | $10,340-91.3% | $8,951-89.9% |