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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 | $9,819 | $88,707-88.9% | $74,184-86.8% | $273,972-96.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 5.15% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,503 | $3,159-52.4% | $2,370-36.6% | $4,869-69.1% |
| Participant deferral / active EE | $1,854 | $4,212-56.0% | $3,550-47.8% | $5,287-64.9% |
| Admin fee / account holder | $453 | $8,717-94.8% | $5,586-91.9% | $10,133-95.5% |