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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 | $9,376 | $54,541-82.8% | $78,778-88.1% | $70,126-86.6% |
| Participation rate | 50.6% | 60.8%-10.2pp | 69.2%-18.6pp | 69.5%-18.9pp |
| Annual return | 19.42% | 21.07%-1.7pp | 35.62%-16.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $536 | $1,089-50.8% | $1,986-73.0% | $2,343-77.1% |
| Participant deferral / active EE | $1,307 | $2,210-40.9% | $2,958-55.8% | $3,332-60.8% |
| Admin fee / account holder | $746 | $3,709-79.9% | $5,134-85.5% | $4,645-83.9% |