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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 | $7,514 | $63,773-88.2% | $81,286-90.8% | $80,925-90.7% |
| Participation rate | 30.3% | 63.9%-33.6pp | 69.5%-39.2pp | 67.7%-37.4pp |
| Annual return | 14.31% | 16.37%-2.1pp | 24.80%-10.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $492 | $1,979-75.1% | $2,463-80.0% | $2,756-82.1% |
| Participant deferral / active EE | $1,795 | $3,093-42.0% | $3,883-53.8% | $4,299-58.2% |
| Admin fee / account holder | $359 | $5,682-93.7% | $5,764-93.8% | $6,940-94.8% |