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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 | $7,663 | $103,949-92.6% | $69,182-88.9% | $273,972-97.2% |
| Participation rate | 53.8% | 67.4%-13.5pp | 55.1%-1.3pp | 83.0%-29.2pp |
| Annual return | 5.76% | 35.28%-29.5pp | -21.93%+27.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $521 | $1,783-70.8% | $1,206-56.8% | $4,869-89.3% |
| Participant deferral / active EE | $1,102 | $2,716-59.4% | $1,897-41.9% | $5,287-79.2% |
| Admin fee / account holder | $422 | $3,671-88.5% | $2,697-84.4% | $10,133-95.8% |