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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 | $9,571 | $76,551-87.5% | $123,894-92.3% | $62,881-84.8% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 20.89% | 18.68%+2.2pp | 47.52%-26.6pp | 20.14%+0.7pp |
| Employer contribution / active EE | $1,201 | $2,882-58.3% | $4,617-74.0% | $2,281-47.3% |
| Participant deferral / active EE | $2,446 | $4,840-49.5% | $5,984-59.1% | $3,203-23.6% |
| Admin fee / account holder | $824 | $4,826-82.9% | $8,357-90.1% | $4,296-80.8% |