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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 | $8,369 | $56,544-85.2% | $75,501-88.9% | $70,126-88.1% |
| Participation rate | 56.4% | 68.1%-11.8pp | 72.4%-16.0pp | 69.5%-13.2pp |
| Annual return | 18.93% | 23.59%-4.7pp | 27.35%-8.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $853 | $1,817-53.0% | $2,352-63.7% | $2,343-63.6% |
| Participant deferral / active EE | $1,523 | $2,580-41.0% | $3,142-51.5% | $3,332-54.3% |
| Admin fee / account holder | $347 | $3,827-90.9% | $5,801-94.0% | $4,645-92.5% |