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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 | $9,281 | $89,364-89.6% | $141,177-93.4% | $72,983-87.3% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.5%-31.0pp | 69.5%-18.1pp |
| Annual return | 24.85% | 111.86%-87.0pp | 71.40%-46.5pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,040 | $3,115-66.6% | $4,736-78.0% | $2,440-57.4% |
| Participant deferral / active EE | $2,693 | $5,419-50.3% | $6,710-59.9% | $3,608-25.3% |
| Admin fee / account holder | $920 | $5,959-84.6% | $10,263-91.0% | $5,124-82.0% |