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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 | $9,849 | $64,462-84.7% | $81,482-87.9% | $80,911-87.8% |
| Participation rate | 57.9% | 63.9%-6.0pp | 69.5%-11.6pp | 67.6%-9.8pp |
| Annual return | 22.42% | 16.35%+6.1pp | 24.79%-2.4pp | 35.63%-13.2pp |
| Employer contribution / active EE | $1,249 | $1,979-36.9% | $2,463-49.3% | $2,756-54.7% |
| Participant deferral / active EE | $1,975 | $3,094-36.2% | $3,885-49.2% | $4,297-54.0% |
| Admin fee / account holder | $308 | $5,678-94.6% | $5,761-94.7% | $6,935-95.6% |