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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 | $8,254 | $99,345-91.7% | $84,753-90.3% | $273,970-97.0% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 17.84% | 22.93%-5.1pp | 22.78%-4.9pp | 41.46%-23.6pp |
| Employer contribution / active EE | $1,690 | $4,214-59.9% | $3,574-52.7% | $4,869-65.3% |
| Participant deferral / active EE | $2,811 | $4,270-34.2% | $3,712-24.3% | $5,287-46.8% |
| Admin fee / account holder | $958 | $6,645-85.6% | $5,333-82.0% | $10,132-90.5% |