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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 | $7,548 | $81,233-90.7% | $155,567-95.1% | $80,874-90.7% |
| Participation rate | 32.9% | 66.2%-33.4pp | 78.2%-45.3pp | 67.6%-34.8pp |
| Annual return | 18.51% | 33.33%-14.8pp | 64.74%-46.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $744 | $3,101-76.0% | $4,674-84.1% | $2,756-73.0% |
| Participant deferral / active EE | $1,266 | $3,452-63.3% | $5,628-77.5% | $4,297-70.5% |
| Admin fee / account holder | $1,707 | $7,998-78.7% | $15,916-89.3% | $6,935-75.4% |