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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 | $7,733 | $69,977-88.9% | $108,582-92.9% | $62,881-87.7% |
| Participation rate | 56.9% | 72.9%-16.0pp | 79.6%-22.6pp | 69.3%-12.4pp |
| Annual return | 6.87% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $488 | $2,135-77.2% | $3,758-87.0% | $2,281-78.6% |
| Participant deferral / active EE | $1,587 | $3,165-49.8% | $4,311-63.2% | $3,203-50.4% |
| Admin fee / account holder | $723 | $5,076-85.8% | $7,645-90.5% | $4,296-83.2% |