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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 | $8,614 | $48,078-82.1% | $78,676-89.1% | $62,881-86.3% |
| Participation rate | 34.0% | 65.2%-31.2pp | 73.6%-39.5pp | 69.3%-35.3pp |
| Annual return | 4.62% | 31.36%-26.7pp | 62.19%-57.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $329 | $2,015-83.7% | $2,850-88.4% | $2,281-85.6% |
| Participant deferral / active EE | $909 | $2,587-64.9% | $3,517-74.2% | $3,203-71.6% |
| Admin fee / account holder | $1,113 | $3,206-65.3% | $4,510-75.3% | $4,296-74.1% |