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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 | $7,419 | $45,082-83.5% | $69,464-89.3% | $72,975-89.8% |
| Participation rate | 35.0% | 68.5%-33.5pp | 74.6%-39.6pp | 69.5%-34.5pp |
| Annual return | 26.00% | 22.66%+3.3pp | 28.98%-3.0pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $920 | $2,604-64.7% | $3,536-74.0% | $3,608-74.5% |
| Admin fee / account holder | $570 | $3,057-81.4% | $3,840-85.2% | $5,124-88.9% |