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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 | $8,542 | $58,512-85.4% | $84,020-89.8% | $72,983-88.3% |
| Participation rate | 37.9% | 61.2%-23.3pp | 69.0%-31.1pp | 69.5%-31.6pp |
| Annual return | 19.48% | 28.93%-9.5pp | 71.31%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $377 | $1,163-67.6% | $1,984-81.0% | $2,440-84.5% |
| Participant deferral / active EE | $1,454 | $2,394-39.3% | $3,239-55.1% | $3,608-59.7% |
| Admin fee / account holder | $575 | $4,569-87.4% | $6,101-90.6% | $5,124-88.8% |