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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 | $7,661 | $57,119-86.6% | $85,187-91.0% | $80,935-90.5% |
| Participation rate | 55.8% | 56.4%-0.6pp | 67.5%-11.7pp | 67.7%-11.8pp |
| Annual return | 14.34% | 21.70%-7.4pp | 66.67%-52.3pp | 35.66%-21.3pp |
| Employer contribution / active EE | $698 | $1,802-61.3% | $2,732-74.5% | $2,757-74.7% |
| Participant deferral / active EE | $1,235 | $3,115-60.4% | $4,525-72.7% | $4,299-71.3% |
| Admin fee / account holder | $1,605 | $4,990-67.8% | $6,162-74.0% | $6,924-76.8% |