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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 | $7,248 | $53,596-86.5% | $90,657-92.0% | $64,173-88.7% |
| Participation rate | 41.5% | 64.5%-23.0pp | 74.0%-32.5pp | 69.6%-28.1pp |
| Annual return | 1.39% | 4.41%-3.0pp | 1.89%-0.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,028 | $1,503-31.6% | $2,532-59.4% | $2,381-56.8% |
| Participant deferral / active EE | $1,552 | $2,459-36.9% | $3,424-54.7% | $3,470-55.3% |
| Admin fee / account holder | $2,325 | $3,868-39.9% | $4,994-53.5% | $4,887-52.4% |