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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 | $4,117 | $41,377-90.0% | $109,313-96.2% | $62,881-93.5% |
| Participation rate | 33.7% | 57.5%-23.8pp | 71.3%-37.5pp | 69.3%-35.6pp |
| Annual return | 9.00% | 11.05%-2.0pp | 22.07%-13.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $338 | $1,276-73.5% | $3,892-91.3% | $2,281-85.2% |
| Participant deferral / active EE | $761 | $2,045-62.8% | $3,166-76.0% | $3,203-76.2% |
| Admin fee / account holder | $425 | $2,884-85.2% | $5,666-92.5% | $4,296-90.1% |