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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 | $9,052 | $69,590-87.0% | $136,867-93.4% | $94,015-90.4% |
| Participation rate | 38.5% | 66.3%-27.9pp | 74.5%-36.1pp | 70.8%-32.4pp |
| Annual return | 18.00% | 19.62%-1.6pp | 42.97%-25.0pp | 17.84%+0.2pp |
| Employer contribution / active EE | $1,057 | $2,396-55.9% | $3,547-70.2% | $2,790-62.1% |
| Participant deferral / active EE | $1,351 | $3,437-60.7% | $4,924-72.6% | $4,249-68.2% |
| Admin fee / account holder | $3,816 | $8,912-57.2% | $10,340-63.1% | $8,951-57.4% |