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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 | $9,885 | $46,877-78.9% | $122,354-91.9% | $70,126-85.9% |
| Participation rate | 57.9% | 58.2%-0.3pp | 71.6%-13.7pp | 69.5%-11.6pp |
| Annual return | 28.13% | 24.22%+3.9pp | 30.28%-2.1pp | 73.15%-45.0pp |
| Employer contribution / active EE | $1,127 | $1,288-12.6% | $4,051-72.2% | $2,343-51.9% |
| Participant deferral / active EE | $2,920 | $2,167+34.7% | $3,287-11.2% | $3,332-12.3% |
| Admin fee / account holder | $1,850 | $3,324-44.3% | $5,479-66.2% | $4,645-60.2% |