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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 | $9,340 | $73,107-87.2% | $114,563-91.8% | $87,485-89.3% |
| Participation rate | 63.0% | 65.8%-2.8pp | 72.9%-9.9pp | 68.9%-6.0pp |
| Annual return | 19.40% | 19.47%-0.1pp | 241.09%-221.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $943 | $1,881-49.9% | $2,592-63.6% | $2,596-63.7% |
| Participant deferral / active EE | $3,209 | $3,144+2.1% | $4,142-22.5% | $4,274-24.9% |
| Admin fee / account holder | $1,073 | $5,770-81.4% | $7,623-85.9% | $7,775-86.2% |