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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 | $9,778 | $72,273-86.5% | $101,275-90.3% | $79,856-87.8% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 13.25% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,316 | $2,691-51.1% | $3,660-64.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,222 | $3,282-32.3% | $4,371-49.2% | $3,741-40.6% |
| Admin fee / account holder | $13,095 | $4,401+197.5% | $5,948+120.2% | $5,306+146.8% |