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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 | $3,802 | $113,941-96.7% | $94,228-96.0% | $125,388-97.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 7.31% | 5.29%+2.0pp | 10.68%-3.4pp | 282.24%-274.9pp |
| Employer contribution / active EE | $1,352 | $4,727-71.4% | $3,587-62.3% | $4,866-72.2% |
| Participant deferral / active EE | $2,781 | $5,179-46.3% | $4,320-35.6% | $5,352-48.0% |
| Admin fee / account holder | $7,901 | $8,392-5.9% | $6,269+26.0% | $9,541-17.2% |