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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 | $7,667 | $86,949-91.2% | $102,460-92.5% | $80,959-90.5% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.7%-2.0pp |
| Annual return | 12.42% | 18.89%-6.5pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,264 | $2,370-46.7% | $3,025-58.2% | $2,757-54.2% |
| Participant deferral / active EE | $2,165 | $4,121-47.5% | $5,056-57.2% | $4,300-49.7% |
| Admin fee / account holder | $445 | $8,048-94.5% | $9,460-95.3% | $6,925-93.6% |