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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 | $8,376 | $71,197-88.2% | $93,669-91.1% | $80,925-89.6% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.7%-22.5pp |
| Annual return | 27.94% | 11.27%+16.7pp | 133.59%-105.7pp | 35.65%-7.7pp |
| Employer contribution / active EE | $1,259 | $1,565-19.5% | $2,424-48.0% | $2,756-54.3% |
| Participant deferral / active EE | $1,614 | $4,036-60.0% | $4,416-63.4% | $4,299-62.4% |
| Admin fee / account holder | $991 | $6,959-85.8% | $8,291-88.0% | $6,940-85.7% |