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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 | $9,104 | $106,749-91.5% | $145,433-93.7% | $82,448-89.0% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 14.62% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,566 | $3,444-25.5% | $4,554-43.7% | $2,551+0.6% |
| Participant deferral / active EE | $4,024 | $6,519-38.3% | $7,897-49.0% | $4,139-2.8% |
| Admin fee / account holder | $1,387 | $8,390-83.5% | $13,129-89.4% | $7,234-80.8% |