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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 | $7,689 | $54,757-86.0% | $90,304-91.5% | $72,975-89.5% |
| Participation rate | 39.1% | 65.2%-26.0pp | 73.3%-34.1pp | 69.5%-30.4pp |
| Annual return | 35.50% | 30.63%+4.9pp | 78.13%-42.6pp | 81.01%-45.5pp |
| Employer contribution / active EE | $1,147 | $2,093-45.2% | $2,855-59.8% | $2,440-53.0% |
| Participant deferral / active EE | $1,683 | $2,887-41.7% | $3,885-56.7% | $3,608-53.4% |
| Admin fee / account holder | $1,568 | $3,973-60.5% | $5,354-70.7% | $5,124-69.4% |