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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 | $7,992 | $68,852-88.4% | $120,524-93.4% | $80,925-90.1% |
| Participation rate | 38.9% | 61.6%-22.7pp | 71.9%-33.0pp | 67.7%-28.7pp |
| Annual return | 21.70% | 23.67%-2.0pp | 107.36%-85.7pp | 35.65%-13.9pp |
| Employer contribution / active EE | $1,005 | $2,063-51.3% | $3,469-71.0% | $2,756-63.5% |
| Participant deferral / active EE | $1,326 | $3,187-58.4% | $4,994-73.5% | $4,299-69.2% |
| Admin fee / account holder | $604 | $5,781-89.6% | $9,440-93.6% | $6,940-91.3% |