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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 | $9,167 | $67,602-86.4% | $82,312-88.9% | $70,126-86.9% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.5pp | 69.5%-5.2pp |
| Annual return | 15.94% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,044 | $1,755-40.5% | $2,428-57.0% | $2,343-55.4% |
| Participant deferral / active EE | $2,406 | $2,987-19.5% | $3,706-35.1% | $3,332-27.8% |
| Admin fee / account holder | $1,456 | $4,512-67.7% | $5,608-74.0% | $4,645-68.7% |