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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 | $7,475 | $71,208-89.5% | $93,681-92.0% | $80,911-90.8% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.6%-15.5pp |
| Annual return | 17.88% | 11.27%+6.6pp | 133.47%-115.6pp | 35.63%-17.7pp |
| Employer contribution / active EE | $1,176 | $1,564-24.8% | $2,422-51.5% | $2,756-57.3% |
| Participant deferral / active EE | $1,816 | $4,035-55.0% | $4,415-58.9% | $4,297-57.7% |
| Admin fee / account holder | $1,555 | $6,951-77.6% | $8,290-81.2% | $6,935-77.6% |