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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 | $8,444 | $54,757-84.6% | $90,304-90.6% | $72,975-88.4% |
| Participation rate | 63.5% | 65.2%-1.7pp | 73.3%-9.8pp | 69.5%-6.0pp |
| Annual return | 24.04% | 30.63%-6.6pp | 78.13%-54.1pp | 81.01%-57.0pp |
| Employer contribution / active EE | $413 | $2,093-80.3% | $2,855-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $1,279 | $2,887-55.7% | $3,885-67.1% | $3,608-64.6% |
| Admin fee / account holder | $350 | $3,973-91.2% | $5,354-93.5% | $5,124-93.2% |