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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 | $10,404 | $49,255-78.9% | $70,494-85.2% | $79,856-87.0% |
| Participation rate | 50.8% | 69.2%-18.3pp | 75.1%-24.2pp | 69.6%-18.8pp |
| Annual return | 25.49% | 30.10%-4.6pp | 109.16%-83.7pp | 31.71%-6.2pp |
| Employer contribution / active EE | $945 | $2,100-55.0% | $2,738-65.5% | $2,471-61.8% |
| Participant deferral / active EE | $1,283 | $2,768-53.7% | $3,711-65.4% | $3,741-65.7% |
| Admin fee / account holder | $802 | $2,879-72.1% | $3,848-79.2% | $5,306-84.9% |