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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 | $7,384 | $56,054-86.8% | $171,082-95.7% | $62,881-88.3% |
| Participation rate | 61.8% | 62.9%-1.1pp | 76.7%-14.9pp | 69.3%-7.5pp |
| Annual return | 14.29% | 22.52%-8.2pp | 32.56%-18.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $279 | $1,731-83.9% | $4,002-93.0% | $2,281-87.8% |
| Participant deferral / active EE | $1,820 | $3,158-42.4% | $4,797-62.1% | $3,203-43.2% |
| Admin fee / account holder | $337 | $3,647-90.8% | $8,520-96.0% | $4,296-92.2% |