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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 | $8,198 | $91,194-91.0% | $178,486-95.4% | $79,860-89.7% |
| Participation rate | 42.9% | 69.2%-26.3pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 13.77% | 24.19%-10.4pp | 151.08%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $839 | $3,256-74.2% | $5,011-83.3% | $2,471-66.0% |
| Participant deferral / active EE | $1,085 | $3,236-66.5% | $5,202-79.1% | $3,740-71.0% |
| Admin fee / account holder | $629 | $6,751-90.7% | $13,985-95.5% | $5,306-88.2% |