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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 | $9,592 | $81,487-88.2% | $102,412-90.6% | $80,935-88.1% |
| Participation rate | 39.7% | 66.8%-27.2pp | 74.5%-34.8pp | 67.7%-28.0pp |
| Annual return | 51.02% | 25.60%+25.4pp | 24.94%+26.1pp | 35.66%+15.4pp |
| Employer contribution / active EE | $962 | $3,103-69.0% | $3,870-75.1% | $2,757-65.1% |
| Participant deferral / active EE | $1,694 | $3,871-56.2% | $5,060-66.5% | $4,299-60.6% |
| Admin fee / account holder | $1,923 | $6,717-71.4% | $8,388-77.1% | $6,924-72.2% |