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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 | $9,656 | $64,462-85.0% | $81,482-88.2% | $80,911-88.1% |
| Participation rate | 58.6% | 63.9%-5.3pp | 69.5%-10.9pp | 67.6%-9.0pp |
| Annual return | 16.72% | 16.35%+0.4pp | 24.79%-8.1pp | 35.63%-18.9pp |
| Employer contribution / active EE | $960 | $1,979-51.5% | $2,463-61.0% | $2,756-65.2% |
| Participant deferral / active EE | $2,973 | $3,094-3.9% | $3,885-23.5% | $4,297-30.8% |
| Admin fee / account holder | $510 | $5,678-91.0% | $5,761-91.2% | $6,935-92.7% |