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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 | $7,941 | $81,476-90.3% | $102,383-92.2% | $80,925-90.2% |
| Participation rate | 59.6% | 66.8%-7.2pp | 74.5%-14.9pp | 67.7%-8.0pp |
| Annual return | 16.09% | 25.59%-9.5pp | 24.94%-8.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,299 | $3,105-58.2% | $3,870-66.4% | $2,756-52.9% |
| Participant deferral / active EE | $1,673 | $3,871-56.8% | $5,060-66.9% | $4,299-61.1% |
| Admin fee / account holder | $684 | $6,717-89.8% | $8,391-91.9% | $6,940-90.1% |