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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 | $9,264 | $51,708-82.1% | $106,619-91.3% | $62,881-85.3% |
| Participation rate | 59.6% | 66.9%-7.3pp | 78.0%-18.4pp | 69.3%-9.7pp |
| Annual return | 7.76% | 4.69%+3.1pp | 9.42%-1.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $462 | $1,764-73.8% | $3,947-88.3% | $2,281-79.7% |
| Participant deferral / active EE | $1,100 | $2,315-52.5% | $3,930-72.0% | $3,203-65.7% |
| Admin fee / account holder | $3,039 | $3,349-9.3% | $6,418-52.7% | $4,296-29.3% |