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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 | $9,951 | $49,791-80.0% | $78,210-87.3% | $70,126-85.8% |
| Participation rate | 33.3% | 62.3%-29.0pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 21.43% | 20.75%+0.7pp | 40.90%-19.5pp | 73.15%-51.7pp |
| Employer contribution / active EE | $623 | $1,430-56.4% | $2,034-69.4% | $2,343-73.4% |
| Participant deferral / active EE | $832 | $2,150-61.3% | $2,823-70.5% | $3,332-75.0% |
| Admin fee / account holder | $360 | $3,181-88.7% | $3,758-90.4% | $4,645-92.3% |