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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 | $9,433 | $81,233-88.4% | $155,567-93.9% | $80,874-88.3% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 14.13% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,363 | $3,101-56.0% | $4,674-70.8% | $2,756-50.5% |
| Participant deferral / active EE | $1,659 | $3,452-51.9% | $5,628-70.5% | $4,297-61.4% |
| Admin fee / account holder | $742 | $7,998-90.7% | $15,916-95.3% | $6,935-89.3% |