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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 | $9,003 | $86,938-89.6% | $102,423-91.2% | $80,925-88.9% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.7%-1.7pp |
| Annual return | 20.41% | 18.89%+1.5pp | 29.42%-9.0pp | 35.65%-15.2pp |
| Employer contribution / active EE | $1,907 | $2,369-19.5% | $3,023-36.9% | $2,756-30.8% |
| Participant deferral / active EE | $2,861 | $4,120-30.6% | $5,054-43.4% | $4,299-33.4% |
| Admin fee / account holder | $469 | $8,053-94.2% | $9,455-95.0% | $6,940-93.2% |