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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 | $7,346 | $39,132-81.2% | $57,196-87.2% | $62,881-88.3% |
| Participation rate | 46.4% | 70.5%-24.1pp | 75.3%-28.9pp | 69.3%-22.9pp |
| Annual return | 7.35% | 9.24%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $376 | $1,874-79.9% | $2,683-86.0% | $2,281-83.5% |
| Participant deferral / active EE | $816 | $2,374-65.6% | $3,096-73.6% | $3,203-74.5% |
| Admin fee / account holder | $550 | $2,594-78.8% | $3,141-82.5% | $4,296-87.2% |