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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 | $7,368 | $77,962-90.5% | $178,540-95.9% | $80,935-90.9% |
| Participation rate | 64.0% | 65.7%-1.7pp | 77.1%-13.1pp | 67.7%-3.7pp |
| Annual return | 15.41% | 18.10%-2.7pp | 27.15%-11.7pp | 35.66%-20.3pp |
| Employer contribution / active EE | $618 | $2,280-72.9% | $3,953-84.4% | $2,757-77.6% |
| Participant deferral / active EE | $1,444 | $4,404-67.2% | $6,281-77.0% | $4,299-66.4% |
| Admin fee / account holder | $373 | $7,156-94.8% | $10,424-96.4% | $6,924-94.6% |