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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 | $7,349 | $108,226-93.2% | $77,513-90.5% | $158,950-95.4% |
| Participation rate | 47.8% | 64.4%-16.6pp | 54.2%-6.4pp | 82.0%-34.1pp |
| Annual return | 25.47% | 31.67%-6.2pp | 54.81%-29.3pp | 302.91%-277.4pp |
| Employer contribution / active EE | $424 | $1,325-68.0% | $987-57.0% | $4,762-91.1% |
| Participant deferral / active EE | $1,320 | $2,456-46.2% | $1,861-29.0% | $5,983-77.9% |
| Admin fee / account holder | $411 | $3,710-88.9% | $2,859-85.6% | $11,248-96.3% |