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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 | $7,413 | $60,442-87.7% | $96,754-92.3% | $87,485-91.5% |
| Participation rate | 57.6% | 58.7%-1.1pp | 70.3%-12.7pp | 68.9%-11.4pp |
| Annual return | 17.83% | 21.97%-4.1pp | 82.04%-64.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $310 | $1,691-81.7% | $2,679-88.4% | $2,596-88.1% |
| Participant deferral / active EE | $1,055 | $3,280-67.8% | $4,758-77.8% | $4,274-75.3% |
| Admin fee / account holder | $4,203 | $5,069-17.1% | $8,905-52.8% | $7,775-45.9% |