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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 | $7,807 | $81,358-90.4% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 10.82% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $900 | $3,106-71.0% | $4,675-80.7% | $2,757-67.4% |
| Participant deferral / active EE | $2,142 | $3,455-38.0% | $5,631-62.0% | $4,300-50.2% |
| Admin fee / account holder | $1,278 | $7,994-84.0% | $15,885-92.0% | $6,925-81.5% |