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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 | $8,018 | $77,638-89.7% | $156,551-94.9% | $62,881-87.2% |
| Participation rate | 48.5% | 71.2%-22.7pp | 84.0%-35.5pp | 69.3%-20.8pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $449 | $3,444-86.9% | $5,501-91.8% | $2,281-80.3% |
| Participant deferral / active EE | $1,246 | $3,046-59.1% | $4,871-74.4% | $3,203-61.1% |
| Admin fee / account holder | $685 | $5,561-87.7% | $13,028-94.7% | $4,296-84.0% |