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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 | $9,295 | $96,558-90.4% | $80,977-88.5% | $273,972-96.6% |
| Participation rate | 58.3% | 79.1%-20.7pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 4.34% | 15.14%-10.8pp | 17.11%-12.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $533 | $4,869-89.1% | $3,715-85.6% | $4,869-89.1% |
| Participant deferral / active EE | $3,513 | $6,598-46.8% | $5,696-38.3% | $5,287-33.6% |
| Admin fee / account holder | $26,912 | $7,493+259.2% | $5,517+387.8% | $10,133+165.6% |