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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 | $9,142 | $55,457-83.5% | $77,361-88.2% | $94,015-90.3% |
| Participation rate | 58.3% | 69.8%-11.5pp | 75.0%-16.6pp | 70.8%-12.5pp |
| Annual return | 17.60% | 15.57%+2.0pp | 1011.54%-993.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $749 | $2,255-66.8% | $2,990-74.9% | $2,790-73.1% |
| Participant deferral / active EE | $1,140 | $3,069-62.9% | $3,911-70.9% | $4,249-73.2% |
| Admin fee / account holder | $466 | $4,334-89.3% | $5,894-92.1% | $8,951-94.8% |