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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 | $7,469 | $52,580-85.8% | $71,671-89.6% | $70,126-89.3% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 16.60% | 20.25%-3.7pp | 20.65%-4.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $393 | $1,616-75.7% | $2,460-84.0% | $2,343-83.2% |
| Participant deferral / active EE | $921 | $2,386-61.4% | $3,438-73.2% | $3,332-72.4% |
| Admin fee / account holder | $1,205 | $3,653-67.0% | $5,558-78.3% | $4,645-74.1% |