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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 | $81,331-90.4% | $155,534-95.0% | $80,935-90.4% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 10.82% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $900 | $3,105-71.0% | $4,675-80.7% | $2,757-67.4% |
| Participant deferral / active EE | $2,142 | $3,454-38.0% | $5,630-62.0% | $4,299-50.2% |
| Admin fee / account holder | $1,278 | $7,999-84.0% | $15,900-92.0% | $6,924-81.5% |