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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 | $7,605 | $54,763-86.1% | $90,324-91.6% | $72,976-89.6% |
| Participation rate | 28.6% | 65.2%-36.6pp | 73.3%-44.7pp | 69.5%-40.9pp |
| Annual return | 24.00% | 30.63%-6.6pp | 78.15%-54.2pp | 81.02%-57.0pp |
| Employer contribution / active EE | $629 | $2,093-69.9% | $2,856-78.0% | $2,440-74.2% |
| Participant deferral / active EE | $884 | $2,887-69.4% | $3,885-77.2% | $3,608-75.5% |
| Admin fee / account holder | $760 | $3,973-80.9% | $5,356-85.8% | $5,124-85.2% |