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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 | $7,905 | $56,287-86.0% | $80,977-90.2% | $62,881-87.4% |
| Participation rate | 53.6% | 68.9%-15.4pp | 75.8%-22.2pp | 69.3%-15.7pp |
| Annual return | 6.75% | 22.13%-15.4pp | 17.11%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,570 | $4,196-14.9% | $5,696-37.3% | $3,203+11.5% |
| Admin fee / account holder | $1,541 | $3,742-58.8% | $5,517-72.1% | $4,296-64.1% |