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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 | $9,632 | $54,541-82.3% | $78,778-87.8% | $70,124-86.3% |
| Participation rate | 53.1% | 60.8%-7.7pp | 69.2%-16.1pp | 69.5%-16.4pp |
| Annual return | 12.69% | 21.07%-8.4pp | 35.62%-22.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $951 | $1,089-12.6% | $1,986-52.1% | $2,342-59.4% |
| Participant deferral / active EE | $1,087 | $2,210-50.8% | $2,958-63.3% | $3,332-67.4% |
| Admin fee / account holder | $730 | $3,709-80.3% | $5,134-85.8% | $4,645-84.3% |