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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 | $7,745 | $77,920-90.1% | $149,723-94.8% | $75,177-89.7% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 21.03% | 31.72%-10.7pp | 134.50%-113.5pp | 160.75%-139.7pp |
| Employer contribution / active EE | $1,234 | $3,138-60.7% | $4,821-74.4% | $2,671-53.8% |
| Participant deferral / active EE | $1,801 | $3,411-47.2% | $5,682-68.3% | $4,126-56.4% |
| Admin fee / account holder | $713 | $5,951-88.0% | $13,215-94.6% | $5,651-87.4% |