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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 | $8,579 | $81,262-89.4% | $155,602-94.5% | $80,911-89.4% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 15.80% | 33.34%-17.5pp | 64.81%-49.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $572 | $3,102-81.6% | $4,675-87.8% | $2,756-79.3% |
| Participant deferral / active EE | $3,987 | $3,451+15.5% | $5,629-29.2% | $4,297-7.2% |
| Admin fee / account holder | $844 | $7,992-89.4% | $15,923-94.7% | $6,935-87.8% |