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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 | $9,911 | $63,809-84.5% | $81,353-87.8% | $80,935-87.8% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.7%-42.7pp |
| Annual return | 22.05% | 16.37%+5.7pp | 24.82%-2.8pp | 35.66%-13.6pp |
| Employer contribution / active EE | $476 | $1,981-75.9% | $2,464-80.7% | $2,757-82.7% |
| Participant deferral / active EE | $1,237 | $3,093-60.0% | $3,885-68.2% | $4,299-71.2% |
| Admin fee / account holder | $2,426 | $5,686-57.3% | $5,766-57.9% | $6,924-65.0% |