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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 | $8,476 | $72,269-88.3% | $101,271-91.6% | $79,852-89.4% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 28.57% | 22.29%+6.3pp | 46.48%-17.9pp | 31.72%-3.2pp |
| Employer contribution / active EE | $676 | $2,692-74.9% | $3,660-81.5% | $2,471-72.6% |
| Participant deferral / active EE | $2,430 | $3,282-25.9% | $4,371-44.4% | $3,740-35.0% |
| Admin fee / account holder | $1,185 | $4,401-73.1% | $5,948-80.1% | $5,306-77.7% |