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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 | $8,169 | $73,839-88.9% | $143,788-94.3% | $68,495-88.1% |
| Participation rate | 47.2% | 66.7%-19.5pp | 80.3%-33.1pp | 67.9%-20.7pp |
| Annual return | 18.34% | 1.01%+17.3pp | -0.03%+18.4pp | -7.84%+26.2pp |
| Employer contribution / active EE | $1,609 | $3,184-49.5% | $4,952-67.5% | $2,596-38.0% |
| Participant deferral / active EE | $2,418 | $3,384-28.5% | $5,638-57.1% | $4,028-40.0% |
| Admin fee / account holder | $1,037 | $5,755-82.0% | $14,675-92.9% | $5,403-80.8% |