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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 | $7,239 | $72,269-90.0% | $101,271-92.9% | $79,852-90.9% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 41.71% | 22.29%+19.4pp | 46.48%-4.8pp | 31.72%+10.0pp |
| Employer contribution / active EE | $882 | $2,692-67.2% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $1,820 | $3,282-44.5% | $4,371-58.4% | $3,740-51.3% |
| Admin fee / account holder | $381 | $4,401-91.3% | $5,948-93.6% | $5,306-92.8% |