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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 | $8,860 | $81,358-89.1% | $155,556-94.3% | $80,959-89.1% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 26.65% | 33.39%-6.7pp | 64.84%-38.2pp | 35.67%-9.0pp |
| Employer contribution / active EE | $683 | $3,106-78.0% | $4,675-85.4% | $2,757-75.2% |
| Participant deferral / active EE | $1,572 | $3,455-54.5% | $5,631-72.1% | $4,300-63.5% |
| Admin fee / account holder | $1,720 | $7,994-78.5% | $15,885-89.2% | $6,925-75.2% |