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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 | $7,313 | $81,331-91.0% | $155,534-95.3% | $80,935-91.0% |
| Participation rate | 53.1% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 10.92% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $700 | $3,105-77.5% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $1,210 | $3,454-65.0% | $5,630-78.5% | $4,299-71.9% |
| Admin fee / account holder | $1,025 | $7,999-87.2% | $15,900-93.6% | $6,924-85.2% |