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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 | $8,264 | $77,908-89.4% | $149,696-94.5% | $75,173-89.0% |
| Participation rate | 45.7% | 65.6%-19.9pp | 78.8%-33.1pp | 67.2%-21.5pp |
| Annual return | 14.56% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $840 | $3,138-73.2% | $4,821-82.6% | $2,671-68.5% |
| Participant deferral / active EE | $1,366 | $3,411-59.9% | $5,682-76.0% | $4,126-66.9% |
| Admin fee / account holder | $2,579 | $5,950-56.7% | $13,212-80.5% | $5,651-54.4% |