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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 | $10,819 | $99,345-89.1% | $84,753-87.2% | $273,972-96.1% |
| Participation rate | 52.4% | 80.7%-28.3pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 8.70% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,037 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $1,996 | $4,270-53.2% | $3,712-46.2% | $5,287-62.2% |
| Admin fee / account holder | $8,499 | $6,645+27.9% | $5,333+59.4% | $10,133-16.1% |