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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 | $8,087 | $69,273-88.3% | $90,796-91.1% | $82,637-90.2% |
| Participation rate | 34.5% | 64.0%-29.6pp | 69.5%-35.0pp | 68.1%-33.6pp |
| Annual return | 15.39% | 18.37%-3.0pp | 19.29%-3.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $520 | $1,865-72.1% | $2,294-77.3% | $2,552-79.6% |
| Participant deferral / active EE | $1,976 | $3,047-35.2% | $3,822-48.3% | $4,126-52.1% |
| Admin fee / account holder | $2,175 | $5,511-60.5% | $7,024-69.0% | $7,339-70.4% |