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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 | $7,401 | $81,331-90.9% | $155,534-95.2% | $80,935-90.9% |
| Participation rate | 17.5% | 66.3%-48.8pp | 78.2%-60.7pp | 67.7%-50.2pp |
| Annual return | 20.70% | 33.37%-12.7pp | 64.92%-44.2pp | 35.66%-15.0pp |
| Employer contribution / active EE | $711 | $3,105-77.1% | $4,675-84.8% | $2,757-74.2% |
| Participant deferral / active EE | $1,093 | $3,454-68.4% | $5,630-80.6% | $4,299-74.6% |
| Admin fee / account holder | $7,103 | $7,999-11.2% | $15,900-55.3% | $6,924+2.6% |