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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 | $7,787 | $81,276-90.4% | $155,574-95.0% | $80,925-90.4% |
| Participation rate | 52.5% | 66.2%-13.7pp | 78.2%-25.7pp | 67.7%-15.2pp |
| Annual return | 30.60% | 33.36%-2.8pp | 64.87%-34.3pp | 35.65%-5.0pp |
| Employer contribution / active EE | $876 | $3,103-71.8% | $4,676-81.3% | $2,756-68.2% |
| Participant deferral / active EE | $1,810 | $3,453-47.6% | $5,629-67.8% | $4,299-57.9% |
| Admin fee / account holder | $4,148 | $7,993-48.1% | $15,914-73.9% | $6,940-40.2% |