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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 | $8,040 | $77,814-89.7% | $158,223-94.9% | $86,983-90.8% |
| Participation rate | 56.0% | 68.4%-12.4pp | 79.2%-23.2pp | 69.5%-13.5pp |
| Annual return | 22.29% | 30.54%-8.3pp | 52.09%-29.8pp | 25.83%-3.5pp |
| Employer contribution / active EE | $754 | $2,592-70.9% | $4,109-81.7% | $2,584-70.8% |
| Participant deferral / active EE | $1,468 | $3,270-55.1% | $5,467-73.2% | $4,194-65.0% |
| Admin fee / account holder | $1,375 | $5,879-76.6% | $16,047-91.4% | $7,856-82.5% |