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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 | $7,656 | $76,551-90.0% | $123,894-93.8% | $62,881-87.8% |
| Participation rate | 56.5% | 73.0%-16.5pp | 81.4%-24.9pp | 69.3%-12.8pp |
| Annual return | 10.30% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $966 | $2,882-66.5% | $4,617-79.1% | $2,281-57.7% |
| Participant deferral / active EE | $2,521 | $4,840-47.9% | $5,984-57.9% | $3,203-21.3% |
| Admin fee / account holder | $399 | $4,826-91.7% | $8,357-95.2% | $4,296-90.7% |