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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 | $7,766 | $48,337-83.9% | $67,560-88.5% | $80,959-90.4% |
| Participation rate | 59.0% | 66.4%-7.5pp | 72.9%-14.0pp | 67.7%-8.7pp |
| Annual return | 12.36% | 18.26%-5.9pp | 3533.50%-3521.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $878 | $2,023-56.6% | $2,737-67.9% | $2,757-68.2% |
| Participant deferral / active EE | $1,166 | $2,928-60.2% | $4,004-70.9% | $4,300-72.9% |
| Admin fee / account holder | $326 | $3,695-91.2% | $3,994-91.8% | $6,925-95.3% |