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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 | $7,725 | $45,041-82.8% | $63,003-87.7% | $70,131-89.0% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 23.60% | 18.76%+4.8pp | 87.59%-64.0pp | 73.14%-49.5pp |
| Employer contribution / active EE | $904 | $2,052-55.9% | $2,760-67.2% | $2,342-61.4% |
| Participant deferral / active EE | $1,332 | $2,465-46.0% | $3,329-60.0% | $3,332-60.0% |
| Admin fee / account holder | $1,432 | $2,836-49.5% | $3,600-60.2% | $4,645-69.2% |