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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 | $8,381 | $65,712-87.2% | $57,196-85.3% | $273,972-96.9% |
| Participation rate | 16.7% | 78.3%-61.7pp | 75.3%-58.7pp | 83.0%-66.3pp |
| Annual return | 5.44% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $353 | $3,280-89.2% | $2,683-86.8% | $4,869-92.7% |
| Participant deferral / active EE | $897 | $3,782-76.3% | $3,096-71.0% | $5,287-83.0% |
| Admin fee / account holder | $3,566 | $4,838-26.3% | $3,141+13.5% | $10,133-64.8% |