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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 | $8,635 | $77,638-88.9% | $156,551-94.5% | $62,881-86.3% |
| Participation rate | 32.9% | 71.2%-38.3pp | 84.0%-51.1pp | 69.3%-36.4pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $610 | $3,444-82.3% | $5,501-88.9% | $2,281-73.2% |
| Participant deferral / active EE | $1,009 | $3,046-66.9% | $4,871-79.3% | $3,203-68.5% |
| Admin fee / account holder | $2,120 | $5,561-61.9% | $13,028-83.7% | $4,296-50.6% |