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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 | $8,653 | $81,358-89.4% | $155,556-94.4% | $80,959-89.3% |
| Participation rate | 60.6% | 66.3%-5.7pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 28.13% | 33.39%-5.3pp | 64.84%-36.7pp | 35.67%-7.5pp |
| Employer contribution / active EE | $856 | $3,106-72.4% | $4,675-81.7% | $2,757-68.9% |
| Participant deferral / active EE | $972 | $3,455-71.9% | $5,631-82.7% | $4,300-77.4% |
| Admin fee / account holder | $902 | $7,994-88.7% | $15,885-94.3% | $6,925-87.0% |