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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 | $8,700 | $55,684-84.4% | $75,900-88.5% | $72,976-88.1% |
| Participation rate | 54.5% | 61.1%-6.6pp | 69.3%-14.7pp | 69.5%-14.9pp |
| Annual return | 35.00% | 27.60%+7.4pp | 30.73%+4.3pp | 81.02%-46.0pp |
| Employer contribution / active EE | $1,656 | $1,687-1.8% | $2,501-33.8% | $2,440-32.1% |
| Participant deferral / active EE | $2,785 | $2,634+5.7% | $3,604-22.7% | $3,608-22.8% |
| Admin fee / account holder | $1,474 | $3,981-63.0% | $5,421-72.8% | $5,124-71.2% |