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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 | $9,842 | $59,839-83.6% | $81,991-88.0% | $79,852-87.7% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.3%-15.2pp | 69.6%-15.6pp |
| Annual return | 19.24% | 17.56%+1.7pp | 41.31%-22.1pp | 31.72%-12.5pp |
| Employer contribution / active EE | $930 | $1,713-45.7% | $2,498-62.8% | $2,471-62.4% |
| Participant deferral / active EE | $1,935 | $2,695-28.2% | $3,722-48.0% | $3,740-48.3% |
| Admin fee / account holder | $1,665 | $4,287-61.2% | $5,665-70.6% | $5,306-68.6% |