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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 | $7,538 | $47,848-84.2% | $81,473-90.7% | $70,126-89.3% |
| Participation rate | 32.4% | 58.3%-25.8pp | 68.0%-35.5pp | 69.5%-37.1pp |
| Annual return | 34.81% | 27.25%+7.6pp | 38.78%-4.0pp | 73.15%-38.3pp |
| Employer contribution / active EE | $497 | $1,527-67.5% | $2,568-80.7% | $2,343-78.8% |
| Participant deferral / active EE | $1,554 | $2,453-36.6% | $3,537-56.1% | $3,332-53.4% |
| Admin fee / account holder | $1,315 | $3,145-58.2% | $4,561-71.2% | $4,645-71.7% |