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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 | $9,772 | $71,230-86.3% | $93,727-89.6% | $80,959-87.9% |
| Participation rate | 55.3% | 60.4%-5.1pp | 68.7%-13.4pp | 67.7%-12.3pp |
| Annual return | 14.11% | 11.26%+2.8pp | 133.83%-119.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $872 | $1,565-44.3% | $2,421-64.0% | $2,757-68.4% |
| Participant deferral / active EE | $1,782 | $4,037-55.9% | $4,417-59.7% | $4,300-58.6% |
| Admin fee / account holder | $1,082 | $6,961-84.5% | $8,292-87.0% | $6,925-84.4% |