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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 | $9,966 | $73,981-86.5% | $105,754-90.6% | $62,881-84.2% |
| Participation rate | 68.0% | 71.7%-3.7pp | 78.9%-10.9pp | 69.3%-1.3pp |
| Annual return | 8.81% | 17.60%-8.8pp | 12.25%-3.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $627 | $2,856-78.0% | $4,079-84.6% | $2,281-72.5% |
| Participant deferral / active EE | $2,100 | $4,038-48.0% | $5,326-60.6% | $3,203-34.4% |
| Admin fee / account holder | $984 | $5,976-83.5% | $8,309-88.2% | $4,296-77.1% |