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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 | $8,204 | $60,349-86.4% | $74,184-88.9% | $62,881-87.0% |
| Participation rate | 59.8% | 72.7%-13.0pp | 76.6%-16.8pp | 69.3%-9.5pp |
| Annual return | 7.22% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $513 | $1,680-69.5% | $2,370-78.3% | $2,281-77.5% |
| Participant deferral / active EE | $1,401 | $2,856-51.0% | $3,550-60.5% | $3,203-56.3% |
| Admin fee / account holder | $382 | $4,261-91.0% | $5,586-93.2% | $4,296-91.1% |