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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 | $107,421-91.5% | $182,262-95.0% | $94,015-90.3% |
| Participation rate | 56.0% | 77.8%-21.8pp | 84.2%-28.2pp | 70.8%-14.8pp |
| Annual return | 14.62% | 21.32%-6.7pp | 140.60%-126.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $2,566 | $3,448-25.6% | $5,046-49.1% | $2,790-8.0% |
| Participant deferral / active EE | $4,024 | $6,558-38.6% | $8,276-51.4% | $4,249-5.3% |
| Admin fee / account holder | $1,387 | $8,692-84.0% | $16,712-91.7% | $8,951-84.5% |