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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 | $8,340 | $43,075-80.6% | $74,577-88.8% | $62,881-86.7% |
| Participation rate | 55.4% | 58.1%-2.7pp | 68.1%-12.8pp | 69.3%-13.9pp |
| Annual return | 7.34% | 17.50%-10.2pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $328 | $1,498-78.1% | $2,525-87.0% | $2,281-85.6% |
| Participant deferral / active EE | $1,450 | $2,389-39.3% | $3,458-58.1% | $3,203-54.7% |
| Admin fee / account holder | $1,075 | $2,840-62.1% | $4,138-74.0% | $4,296-75.0% |