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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 | $7,958 | $81,476-90.2% | $102,383-92.2% | $80,925-90.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 16.03% | 25.59%-9.6pp | 24.94%-8.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,023 | $3,105-67.0% | $3,870-73.6% | $2,756-62.9% |
| Participant deferral / active EE | $1,758 | $3,871-54.6% | $5,060-65.3% | $4,299-59.1% |
| Admin fee / account holder | $533 | $6,717-92.1% | $8,391-93.7% | $6,940-92.3% |