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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 | $8,721 | $52,580-83.4% | $71,671-87.8% | $70,126-87.6% |
| Participation rate | 38.7% | 60.9%-22.2pp | 68.7%-30.0pp | 69.5%-30.8pp |
| Annual return | 20.98% | 20.25%+0.7pp | 20.65%+0.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $308 | $1,616-80.9% | $2,460-87.5% | $2,343-86.8% |
| Participant deferral / active EE | $1,455 | $2,386-39.0% | $3,438-57.7% | $3,332-56.3% |
| Admin fee / account holder | $468 | $3,653-87.2% | $5,558-91.6% | $4,645-89.9% |