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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 | $7,606 | $73,978-89.7% | $96,515-92.1% | $75,173-89.9% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 25.70% | 26.72%-1.0pp | 35.73%-10.0pp | 160.72%-135.0pp |
| Employer contribution / active EE | $1,038 | $2,931-64.6% | $3,740-72.3% | $2,671-61.2% |
| Participant deferral / active EE | $1,713 | $3,660-53.2% | $4,880-64.9% | $4,126-58.5% |
| Admin fee / account holder | $663 | $5,219-87.3% | $6,735-90.2% | $5,651-88.3% |