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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 | $7,791 | $72,272-89.2% | $101,264-92.3% | $79,858-90.2% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.8%-14.0pp | 69.6%-7.9pp |
| Annual return | 13.97% | 22.30%-8.3pp | 46.48%-32.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,228 | $2,692-54.4% | $3,660-66.4% | $2,471-50.3% |
| Participant deferral / active EE | $1,623 | $3,282-50.5% | $4,370-62.9% | $3,740-56.6% |
| Admin fee / account holder | $4,182 | $4,401-5.0% | $5,947-29.7% | $5,306-21.2% |