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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 | $7,635 | $41,377-81.5% | $109,313-93.0% | $62,881-87.9% |
| Participation rate | 34.6% | 57.5%-22.9pp | 71.3%-36.7pp | 69.3%-34.7pp |
| Annual return | 7.71% | 11.05%-3.3pp | 22.07%-14.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $590 | $1,276-53.8% | $3,892-84.8% | $2,281-74.1% |
| Participant deferral / active EE | $886 | $2,045-56.7% | $3,166-72.0% | $3,203-72.4% |
| Admin fee / account holder | $662 | $2,884-77.1% | $5,666-88.3% | $4,296-84.6% |