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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 | $9,407 | $60,349-84.4% | $74,184-87.3% | $62,881-85.0% |
| Participation rate | 35.5% | 72.7%-37.2pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 39.57% | 21.38%+18.2pp | 17.74%+21.8pp | 20.14%+19.4pp |
| Employer contribution / active EE | $438 | $1,680-73.9% | $2,370-81.5% | $2,281-80.8% |
| Participant deferral / active EE | $2,034 | $2,856-28.8% | $3,550-42.7% | $3,203-36.5% |
| Admin fee / account holder | $654 | $4,261-84.7% | $5,586-88.3% | $4,296-84.8% |