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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 | $8,796 | $60,349-85.4% | $74,184-88.1% | $62,881-86.0% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 7.46% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $860 | $1,680-48.8% | $2,370-63.7% | $2,281-62.3% |
| Participant deferral / active EE | $2,295 | $2,856-19.7% | $3,550-35.4% | $3,203-28.4% |
| Admin fee / account holder | $1,322 | $4,261-69.0% | $5,586-76.3% | $4,296-69.2% |