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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 | $81,358-90.7% | $155,556-95.1% | $80,959-90.7% |
| Participation rate | 32.9% | 66.3%-33.4pp | 78.2%-45.3pp | 67.7%-34.8pp |
| Annual return | 18.51% | 33.39%-14.9pp | 64.84%-46.3pp | 35.67%-17.2pp |
| Employer contribution / active EE | $744 | $3,106-76.0% | $4,675-84.1% | $2,757-73.0% |
| Participant deferral / active EE | $1,266 | $3,455-63.4% | $5,631-77.5% | $4,300-70.6% |
| Admin fee / account holder | $1,707 | $7,994-78.6% | $15,885-89.3% | $6,925-75.4% |