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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 | $8,431 | $81,331-89.6% | $155,534-94.6% | $80,935-89.6% |
| Participation rate | 37.5% | 66.3%-28.8pp | 78.2%-40.7pp | 67.7%-30.2pp |
| Annual return | 11.48% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $587 | $3,105-81.1% | $4,675-87.4% | $2,757-78.7% |
| Participant deferral / active EE | $1,081 | $3,454-68.7% | $5,630-80.8% | $4,299-74.9% |
| Admin fee / account holder | $1,060 | $7,999-86.8% | $15,900-93.3% | $6,924-84.7% |