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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 | $7,005 | $77,920-91.0% | $149,723-95.3% | $75,177-90.7% |
| Participation rate | 30.4% | 65.6%-35.2pp | 78.8%-48.4pp | 67.2%-36.8pp |
| Annual return | 23.46% | 31.72%-8.3pp | 134.50%-111.0pp | 160.75%-137.3pp |
| Employer contribution / active EE | $581 | $3,138-81.5% | $4,821-87.9% | $2,671-78.2% |
| Participant deferral / active EE | $911 | $3,411-73.3% | $5,682-84.0% | $4,126-77.9% |
| Admin fee / account holder | $372 | $5,951-93.8% | $13,215-97.2% | $5,651-93.4% |