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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 | $7,939 | $42,910-81.5% | $60,919-87.0% | $68,490-88.4% |
| Participation rate | 27.0% | 66.8%-39.7pp | 73.1%-46.1pp | 67.9%-40.9pp |
| Annual return | 19.89% | -13.99%+33.9pp | 16.96%+2.9pp | -7.85%+27.7pp |
| Employer contribution / active EE | $540 | $1,978-72.7% | $2,704-80.0% | $2,597-79.2% |
| Participant deferral / active EE | $1,358 | $2,866-52.6% | $3,814-64.4% | $4,028-66.3% |
| Admin fee / account holder | $3,887 | $3,104+25.2% | $3,228+20.4% | $5,403-28.1% |