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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 | $9,225 | $52,306-82.4% | $69,779-86.8% | $62,881-85.3% |
| Participation rate | 54.9% | 67.2%-12.3pp | 71.8%-16.9pp | 69.3%-14.4pp |
| Annual return | 16.03% | 13.35%+2.7pp | 12.99%+3.0pp | 20.14%-4.1pp |
| Employer contribution / active EE | $350 | $1,799-80.5% | $2,338-85.0% | $2,281-84.6% |
| Participant deferral / active EE | $1,448 | $2,395-39.5% | $2,931-50.6% | $3,203-54.8% |
| Admin fee / account holder | $400 | $3,691-89.2% | $4,381-90.9% | $4,296-90.7% |