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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 | $8,254 | $39,132-78.9% | $57,196-85.6% | $62,881-86.9% |
| Participation rate | 35.8% | 70.5%-34.7pp | 75.3%-39.5pp | 69.3%-33.5pp |
| Annual return | 6.61% | 9.24%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $485 | $1,874-74.1% | $2,683-81.9% | $2,281-78.7% |
| Participant deferral / active EE | $917 | $2,374-61.4% | $3,096-70.4% | $3,203-71.4% |
| Admin fee / account holder | $716 | $2,594-72.4% | $3,141-77.2% | $4,296-83.3% |