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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 | $7,951 | $46,688-83.0% | $189,758-95.8% | $69,733-88.6% |
| Participation rate | 39.5% | 61.7%-22.2pp | 79.8%-40.3pp | 62.5%-23.0pp |
| Annual return | 10.73% | 14.35%-3.6pp | 52.62%-41.9pp | 15.22%-4.5pp |
| Employer contribution / active EE | $617 | $1,695-63.6% | $4,767-87.1% | $2,250-72.6% |
| Participant deferral / active EE | $932 | $2,143-56.5% | $5,856-84.1% | $3,054-69.5% |
| Admin fee / account holder | $2,044 | $1,700+20.2% | $20,388-90.0% | $3,102-34.1% |