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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 | $9,488 | $54,541-82.6% | $78,778-88.0% | $70,126-86.5% |
| Participation rate | 51.6% | 60.8%-9.2pp | 69.2%-17.6pp | 69.5%-17.9pp |
| Annual return | 21.16% | 21.07%+0.1pp | 35.62%-14.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,232 | $1,089+13.2% | $1,986-37.9% | $2,343-47.4% |
| Participant deferral / active EE | $1,491 | $2,210-32.6% | $2,958-49.6% | $3,332-55.3% |
| Admin fee / account holder | $489 | $3,709-86.8% | $5,134-90.5% | $4,645-89.5% |