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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 | $8,959 | $71,208-87.4% | $93,681-90.4% | $80,911-88.9% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.2pp | 67.6%-39.1pp |
| Annual return | 18.02% | 11.27%+6.8pp | 133.47%-115.4pp | 35.63%-17.6pp |
| Employer contribution / active EE | $537 | $1,564-65.7% | $2,422-77.8% | $2,756-80.5% |
| Participant deferral / active EE | $1,585 | $4,035-60.7% | $4,415-64.1% | $4,297-63.1% |
| Admin fee / account holder | $568 | $6,951-91.8% | $8,290-93.2% | $6,935-91.8% |