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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 | $57,061-86.6% | $85,063-91.0% | $80,911-90.5% |
| Participation rate | 55.8% | 56.3%-0.5pp | 67.5%-11.7pp | 67.6%-11.8pp |
| Annual return | 14.34% | 21.66%-7.3pp | 66.54%-52.2pp | 35.63%-21.3pp |
| Employer contribution / active EE | $698 | $1,799-61.2% | $2,727-74.4% | $2,756-74.7% |
| Participant deferral / active EE | $1,235 | $3,110-60.3% | $4,523-72.7% | $4,297-71.3% |
| Admin fee / account holder | $1,605 | $4,986-67.8% | $6,155-73.9% | $6,935-76.9% |