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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 | $8,289 | $59,839-86.1% | $81,991-89.9% | $79,852-89.6% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.3%-12.1pp | 69.6%-12.5pp |
| Annual return | 31.86% | 17.56%+14.3pp | 41.31%-9.5pp | 31.72%+0.1pp |
| Employer contribution / active EE | $848 | $1,713-50.5% | $2,498-66.1% | $2,471-65.7% |
| Participant deferral / active EE | $1,926 | $2,695-28.5% | $3,722-48.2% | $3,740-48.5% |
| Admin fee / account holder | $444 | $4,287-89.6% | $5,665-92.2% | $5,306-91.6% |