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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 | $9,815 | $56,287-82.6% | $80,977-87.9% | $62,881-84.4% |
| Participation rate | 36.7% | 68.9%-32.3pp | 75.8%-39.1pp | 69.3%-32.6pp |
| Annual return | 34.77% | 22.13%+12.6pp | 17.11%+17.7pp | 20.14%+14.6pp |
| Employer contribution / active EE | $796 | $1,943-59.0% | $3,715-78.6% | $2,281-65.1% |
| Participant deferral / active EE | $2,753 | $4,196-34.4% | $5,696-51.7% | $3,203-14.0% |
| Admin fee / account holder | $840 | $3,742-77.5% | $5,517-84.8% | $4,296-80.4% |