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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 | $8,002 | $48,364-83.5% | $71,796-88.9% | $62,881-87.3% |
| Participation rate | 54.3% | 60.6%-6.3pp | 69.1%-14.8pp | 69.3%-15.0pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $218 | $1,042-79.1% | $1,924-88.7% | $2,281-90.5% |
| Participant deferral / active EE | $1,153 | $2,091-44.9% | $2,794-58.7% | $3,203-64.0% |
| Admin fee / account holder | $763 | $3,771-79.8% | $4,815-84.1% | $4,296-82.2% |