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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 | $7,271 | $53,128-86.3% | $86,582-91.6% | $70,126-89.6% |
| Participation rate | 54.3% | 65.3%-11.0pp | 73.5%-19.2pp | 69.5%-15.2pp |
| Annual return | 18.38% | 27.66%-9.3pp | 965.08%-946.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $432 | $2,068-79.1% | $2,839-84.8% | $2,343-81.6% |
| Participant deferral / active EE | $1,139 | $2,695-57.7% | $3,609-68.4% | $3,332-65.8% |
| Admin fee / account holder | $1,173 | $3,584-67.3% | $4,904-76.1% | $4,645-74.7% |