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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 | $7,342 | $103,949-92.9% | $69,182-89.4% | $273,972-97.3% |
| Participation rate | 57.1% | 67.4%-10.2pp | 55.1%+2.0pp | 83.0%-25.9pp |
| Annual return | 8.02% | 35.28%-27.3pp | -21.93%+30.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $406 | $1,783-77.2% | $1,206-66.3% | $4,869-91.7% |
| Participant deferral / active EE | $1,685 | $2,716-38.0% | $1,897-11.2% | $5,287-68.1% |
| Admin fee / account holder | $657 | $3,671-82.1% | $2,697-75.6% | $10,133-93.5% |