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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 | $8,995 | $43,075-79.1% | $74,577-87.9% | $62,881-85.7% |
| Participation rate | 42.6% | 58.1%-15.5pp | 68.1%-25.5pp | 69.3%-26.7pp |
| Annual return | 7.91% | 17.50%-9.6pp | 20.47%-12.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $540 | $1,498-63.9% | $2,525-78.6% | $2,281-76.3% |
| Participant deferral / active EE | $1,349 | $2,389-43.5% | $3,458-61.0% | $3,203-57.9% |
| Admin fee / account holder | $2,468 | $2,840-13.1% | $4,138-40.4% | $4,296-42.5% |