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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 | $9,932 | $84,236-88.2% | $170,435-94.2% | $70,126-85.8% |
| Participation rate | 48.4% | 70.8%-22.4pp | 83.6%-35.2pp | 69.5%-21.2pp |
| Annual return | 17.35% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $605 | $3,387-82.1% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $1,549 | $3,086-49.8% | $4,939-68.6% | $3,332-53.5% |
| Admin fee / account holder | $2,485 | $5,698-56.4% | $13,881-82.1% | $4,645-46.5% |