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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 | $7,464 | $43,075-82.7% | $74,577-90.0% | $62,881-88.1% |
| Participation rate | 69.2% | 58.1%+11.2pp | 68.1%+1.1pp | 69.3%-0.1pp |
| Annual return | 9.21% | 17.50%-8.3pp | 20.47%-11.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,049 | $1,498-30.0% | $2,525-58.5% | $2,281-54.0% |
| Participant deferral / active EE | $1,048 | $2,389-56.1% | $3,458-69.7% | $3,203-67.3% |
| Admin fee / account holder | $509 | $2,840-82.1% | $4,138-87.7% | $4,296-88.1% |