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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 | $8,618 | $103,949-91.7% | $69,182-87.5% | $273,972-96.9% |
| Participation rate | 58.3% | 67.4%-9.0pp | 55.1%+3.2pp | 83.0%-24.7pp |
| Annual return | 9.02% | 35.28%-26.3pp | -21.93%+31.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $433 | $1,783-75.7% | $1,206-64.1% | $4,869-91.1% |
| Participant deferral / active EE | $869 | $2,716-68.0% | $1,897-54.2% | $5,287-83.6% |
| Admin fee / account holder | $748 | $3,671-79.6% | $2,697-72.3% | $10,133-92.6% |