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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 | $7,219 | $96,956-92.6% | $69,779-89.7% | $273,972-97.4% |
| Participation rate | 63.6% | 77.1%-13.4pp | 71.8%-8.2pp | 83.0%-19.4pp |
| Annual return | 11.90% | 12.93%-1.0pp | 12.99%-1.1pp | 41.46%-29.6pp |
| Employer contribution / active EE | $888 | $3,316-73.2% | $2,338-62.0% | $4,869-81.8% |
| Participant deferral / active EE | $2,395 | $3,744-36.0% | $2,931-18.3% | $5,287-54.7% |
| Admin fee / account holder | $315 | $7,934-96.0% | $4,381-92.8% | $10,133-96.9% |