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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 | $9,996 | $50,385-80.2% | $75,501-86.8% | $62,293-84.0% |
| Participation rate | 53.8% | 67.7%-13.9pp | 72.4%-18.5pp | 69.5%-15.7pp |
| Annual return | 23.77% | 19.90%+3.9pp | 27.35%-3.6pp | 28.90%-5.1pp |
| Employer contribution / active EE | $802 | $1,537-47.8% | $2,352-65.9% | $2,042-60.7% |
| Participant deferral / active EE | $1,297 | $2,445-47.0% | $3,142-58.7% | $3,169-59.1% |
| Admin fee / account holder | $429 | $384+11.8% | $5,801-92.6% | $479-10.4% |