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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 | $9,202 | $81,331-88.7% | $155,534-94.1% | $80,935-88.6% |
| Participation rate | 46.3% | 66.3%-20.0pp | 78.2%-31.9pp | 67.7%-21.4pp |
| Annual return | 13.01% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $458 | $3,105-85.2% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $1,015 | $3,454-70.6% | $5,630-82.0% | $4,299-76.4% |
| Admin fee / account holder | $472 | $7,999-94.1% | $15,900-97.0% | $6,924-93.2% |