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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 | $9,455 | $56,423-83.2% | $77,183-87.8% | $71,495-86.8% |
| Participation rate | 54.5% | 64.3%-9.8pp | 69.6%-15.0pp | 67.9%-13.4pp |
| Annual return | 35.78% | 19.05%+16.7pp | 37.89%-2.1pp | 28.85%+6.9pp |
| Employer contribution / active EE | $1,201 | $1,866-35.7% | $2,534-52.6% | $2,589-53.6% |
| Participant deferral / active EE | $1,914 | $3,142-39.1% | $3,833-50.1% | $4,291-55.4% |
| Admin fee / account holder | $943 | $1,429-34.0% | $5,475-82.8% | $1,588-40.6% |