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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 | $9,893 | $86,050-88.5% | $189,758-94.8% | $94,015-89.5% |
| Participation rate | 65.5% | 68.9%-3.4pp | 79.8%-14.3pp | 70.8%-5.3pp |
| Annual return | 12.77% | 17.77%-5.0pp | 52.62%-39.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $961 | $2,819-65.9% | $4,767-79.8% | $2,790-65.5% |
| Participant deferral / active EE | $1,776 | $3,349-47.0% | $5,856-69.7% | $4,249-58.2% |
| Admin fee / account holder | $4,074 | $6,627-38.5% | $20,388-80.0% | $8,951-54.5% |