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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 | $7,833 | $72,492-89.2% | $87,104-91.0% | $72,975-89.3% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.7pp |
| Annual return | 28.19% | 24.46%+3.7pp | 28.19%0pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,090 | $1,894-42.4% | $2,521-56.8% | $2,440-55.3% |
| Participant deferral / active EE | $2,011 | $3,270-38.5% | $4,048-50.3% | $3,608-44.3% |
| Admin fee / account holder | $437 | $5,055-91.3% | $7,491-94.2% | $5,124-91.5% |