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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 | $9,848 | $58,493-83.2% | $84,021-88.3% | $72,975-86.5% |
| Participation rate | 61.4% | 61.2%+0.1pp | 69.0%-7.7pp | 69.5%-8.1pp |
| Annual return | 26.74% | 28.93%-2.2pp | 71.32%-44.6pp | 81.01%-54.3pp |
| Employer contribution / active EE | $505 | $1,163-56.6% | $1,984-74.6% | $2,440-79.3% |
| Participant deferral / active EE | $2,209 | $2,394-7.7% | $3,239-31.8% | $3,608-38.8% |
| Admin fee / account holder | $2,524 | $4,569-44.8% | $6,102-58.6% | $5,124-50.7% |