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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 | $9,409 | $45,087-79.1% | $69,483-86.5% | $72,976-87.1% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 22.92% | 22.67%+0.2pp | 28.99%-6.1pp | 81.02%-58.1pp |
| Employer contribution / active EE | $638 | $2,055-69.0% | $2,780-77.1% | $2,440-73.9% |
| Participant deferral / active EE | $938 | $2,603-64.0% | $3,537-73.5% | $3,608-74.0% |
| Admin fee / account holder | $760 | $3,057-75.2% | $3,841-80.2% | $5,124-85.2% |