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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 | $7,398 | $72,492-89.8% | $87,102-91.5% | $72,983-89.9% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.2pp |
| Annual return | 36.36% | 24.46%+11.9pp | 28.19%+8.2pp | 81.01%-44.7pp |
| Employer contribution / active EE | $802 | $1,894-57.6% | $2,521-68.2% | $2,440-67.1% |
| Participant deferral / active EE | $1,462 | $3,270-55.3% | $4,048-63.9% | $3,608-59.5% |
| Admin fee / account holder | $409 | $5,055-91.9% | $7,491-94.5% | $5,124-92.0% |