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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 | $64,462-88.3% | $81,482-90.8% | $80,911-90.7% |
| Participation rate | 30.3% | 63.9%-33.6pp | 69.5%-39.2pp | 67.6%-37.3pp |
| Annual return | 14.31% | 16.35%-2.0pp | 24.79%-10.5pp | 35.63%-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 | $3,094-42.0% | $3,885-53.8% | $4,297-58.2% |
| Admin fee / account holder | $359 | $5,678-93.7% | $5,761-93.8% | $6,935-94.8% |