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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 | $7,592 | $52,306-85.5% | $69,779-89.1% | $62,881-87.9% |
| Participation rate | 47.3% | 67.2%-20.0pp | 71.8%-24.6pp | 69.3%-22.0pp |
| Annual return | 10.28% | 13.35%-3.1pp | 12.99%-2.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,640 | $1,799-8.8% | $2,338-29.9% | $2,281-28.1% |
| Participant deferral / active EE | $1,117 | $2,395-53.3% | $2,931-61.9% | $3,203-65.1% |
| Admin fee / account holder | $814 | $3,691-77.9% | $4,381-81.4% | $4,296-81.0% |