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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 | $8,262 | $81,331-89.8% | $155,534-94.7% | $80,935-89.8% |
| Participation rate | 30.4% | 66.3%-35.8pp | 78.2%-47.8pp | 67.7%-37.2pp |
| Annual return | 16.54% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $443 | $3,105-85.7% | $4,675-90.5% | $2,757-83.9% |
| Participant deferral / active EE | $1,734 | $3,454-49.8% | $5,630-69.2% | $4,299-59.7% |
| Admin fee / account holder | $24,265 | $7,999+203.3% | $15,900+52.6% | $6,924+250.4% |