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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 | $9,922 | $71,197-86.1% | $93,669-89.4% | $80,925-87.7% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.2pp | 67.7%+1.3pp |
| Annual return | 17.42% | 11.27%+6.2pp | 133.59%-116.2pp | 35.65%-18.2pp |
| Employer contribution / active EE | $2,467 | $1,565+57.7% | $2,424+1.8% | $2,756-10.5% |
| Participant deferral / active EE | $2,780 | $4,036-31.1% | $4,416-37.0% | $4,299-35.3% |
| Admin fee / account holder | $632 | $6,959-90.9% | $8,291-92.4% | $6,940-90.9% |