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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 | $9,561 | $84,236-88.6% | $170,435-94.4% | $70,126-86.4% |
| Participation rate | 37.8% | 70.8%-33.0pp | 83.6%-45.8pp | 69.5%-31.7pp |
| Annual return | 26.36% | 23.06%+3.3pp | 205.94%-179.6pp | 73.15%-46.8pp |
| Employer contribution / active EE | $797 | $3,387-76.5% | $5,432-85.3% | $2,343-66.0% |
| Participant deferral / active EE | $2,299 | $3,086-25.5% | $4,939-53.5% | $3,332-31.0% |
| Admin fee / account holder | $405 | $5,698-92.9% | $13,881-97.1% | $4,645-91.3% |