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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 | $4,798 | $43,338-88.9% | $59,887-92.0% | $64,173-92.5% |
| Participation rate | 48.1% | 69.2%-21.1pp | 74.7%-26.6pp | 69.6%-21.5pp |
| Annual return | 7.83% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $399 | $2,030-80.3% | $2,722-85.3% | $2,381-83.2% |
| Participant deferral / active EE | $1,800 | $2,547-29.3% | $3,402-47.1% | $3,470-48.1% |
| Admin fee / account holder | $318 | $3,007-89.4% | $3,591-91.1% | $4,887-93.5% |