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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 | $8,260 | $88,707-90.7% | $74,184-88.9% | $273,972-97.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.6%-22.1pp | 83.0%-28.5pp |
| Annual return | 5.53% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $973 | $3,159-69.2% | $2,370-59.0% | $4,869-80.0% |
| Participant deferral / active EE | $1,366 | $4,212-67.6% | $3,550-61.5% | $5,287-74.2% |
| Admin fee / account holder | $868 | $8,717-90.0% | $5,586-84.5% | $10,133-91.4% |