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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 | $7,078 | $81,262-91.3% | $155,602-95.5% | $80,911-91.3% |
| Participation rate | 34.2% | 66.2%-32.0pp | 78.2%-44.0pp | 67.6%-33.4pp |
| Annual return | 13.07% | 33.34%-20.3pp | 64.81%-51.7pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,072 | $3,102-65.5% | $4,675-77.1% | $2,756-61.1% |
| Participant deferral / active EE | $1,563 | $3,451-54.7% | $5,629-72.2% | $4,297-63.6% |
| Admin fee / account holder | $29,663 | $7,992+271.2% | $15,923+86.3% | $6,935+327.8% |