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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 | $9,474 | $86,050-89.0% | $189,758-95.0% | $94,015-89.9% |
| Participation rate | 57.6% | 68.9%-11.3pp | 79.8%-22.2pp | 70.8%-13.2pp |
| Annual return | 16.92% | 17.77%-0.9pp | 52.62%-35.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $529 | $2,819-81.2% | $4,767-88.9% | $2,790-81.0% |
| Participant deferral / active EE | $1,080 | $3,349-67.7% | $5,856-81.5% | $4,249-74.6% |
| Admin fee / account holder | $1,856 | $6,627-72.0% | $20,388-90.9% | $8,951-79.3% |