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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 | $9,014 | $79,961-88.7% | $98,462-90.8% | $75,177-88.0% |
| Participation rate | 52.0% | 70.4%-18.4pp | 75.2%-23.2pp | 67.2%-15.2pp |
| Annual return | 28.15% | 19.75%+8.4pp | 21.17%+7.0pp | 160.75%-132.6pp |
| Employer contribution / active EE | $583 | $2,264-74.3% | $3,049-80.9% | $2,671-78.2% |
| Participant deferral / active EE | $2,152 | $3,753-42.7% | $4,738-54.6% | $4,126-47.8% |
| Admin fee / account holder | $1,107 | $6,842-83.8% | $8,875-87.5% | $5,651-80.4% |