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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 | $8,294 | $96,558-91.4% | $80,977-89.8% | $273,972-97.0% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 9.45% | 15.14%-5.7pp | 17.11%-7.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,323 | $4,869-72.8% | $3,715-64.4% | $4,869-72.8% |
| Participant deferral / active EE | $2,580 | $6,598-60.9% | $5,696-54.7% | $5,287-51.2% |
| Admin fee / account holder | $3,546 | $7,493-52.7% | $5,517-35.7% | $10,133-65.0% |