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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 | $9,301 | $215,361-95.7% | $171,082-94.6% | $273,972-96.6% |
| Participation rate | 54.2% | 82.0%-27.9pp | 76.7%-22.5pp | 83.0%-28.8pp |
| Annual return | 14.44% | 25.14%-10.7pp | 32.56%-18.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $740 | $4,967-85.1% | $4,002-81.5% | $4,869-84.8% |
| Participant deferral / active EE | $2,632 | $5,543-52.5% | $4,797-45.1% | $5,287-50.2% |
| Admin fee / account holder | $719 | $10,846-93.4% | $8,520-91.6% | $10,133-92.9% |