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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 | $8,367 | $76,551-89.1% | $123,894-93.2% | $62,881-86.7% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 24.80% | 18.68%+6.1pp | 47.52%-22.7pp | 20.14%+4.7pp |
| Employer contribution / active EE | $603 | $2,882-79.1% | $4,617-86.9% | $2,281-73.6% |
| Participant deferral / active EE | $2,066 | $4,840-57.3% | $5,984-65.5% | $3,203-35.5% |
| Admin fee / account holder | $886 | $4,826-81.6% | $8,357-89.4% | $4,296-79.4% |