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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 | $7,325 | $135,956-94.6% | $123,894-94.1% | $273,972-97.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 12.57% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,154 | $5,170-58.3% | $4,617-53.3% | $4,869-55.8% |
| Participant deferral / active EE | $3,926 | $6,343-38.1% | $5,984-34.4% | $5,287-25.7% |
| Admin fee / account holder | $11,985 | $9,817+22.1% | $8,357+43.4% | $10,133+18.3% |