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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 | $9,648 | $71,215-86.5% | $93,696-89.7% | $80,935-88.1% |
| Participation rate | 59.1% | 60.4%-1.3pp | 68.7%-9.6pp | 67.7%-8.6pp |
| Annual return | 13.31% | 11.27%+2.0pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $992 | $1,565-36.6% | $2,422-59.0% | $2,757-64.0% |
| Participant deferral / active EE | $1,732 | $4,037-57.1% | $4,417-60.8% | $4,299-59.7% |
| Admin fee / account holder | $368 | $6,958-94.7% | $8,287-95.6% | $6,924-94.7% |