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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 | $9,572 | $59,839-84.0% | $81,991-88.3% | $79,852-88.0% |
| Participation rate | 61.8% | 61.6%+0.1pp | 69.3%-7.5pp | 69.6%-7.9pp |
| Annual return | 21.83% | 17.56%+4.3pp | 41.31%-19.5pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,167 | $1,713-31.9% | $2,498-53.3% | $2,471-52.8% |
| Participant deferral / active EE | $1,510 | $2,695-44.0% | $3,722-59.4% | $3,740-59.6% |
| Admin fee / account holder | $1,402 | $4,287-67.3% | $5,665-75.2% | $5,306-73.6% |