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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 | $9,999 | $56,544-82.3% | $75,501-86.8% | $70,126-85.7% |
| Participation rate | 65.9% | 68.1%-2.2pp | 72.4%-6.4pp | 69.5%-3.6pp |
| Annual return | 20.62% | 23.59%-3.0pp | 27.35%-6.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $579 | $1,817-68.2% | $2,352-75.4% | $2,343-75.3% |
| Participant deferral / active EE | $1,276 | $2,580-50.5% | $3,142-59.4% | $3,332-61.7% |
| Admin fee / account holder | $1,209 | $3,827-68.4% | $5,801-79.1% | $4,645-74.0% |