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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 | $9,477 | $67,602-86.0% | $82,312-88.5% | $70,126-86.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 24.54% | 21.57%+3.0pp | 25.88%-1.3pp | 73.15%-48.6pp |
| Employer contribution / active EE | $1,244 | $1,755-29.1% | $2,428-48.8% | $2,343-46.9% |
| Participant deferral / active EE | $2,982 | $2,987-0.2% | $3,706-19.5% | $3,332-10.5% |
| Admin fee / account holder | $1,163 | $4,512-74.2% | $5,608-79.3% | $4,645-75.0% |