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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 | $9,131 | $52,306-82.5% | $69,779-86.9% | $62,881-85.5% |
| Participation rate | 47.8% | 67.2%-19.4pp | 71.8%-24.0pp | 69.3%-21.5pp |
| Annual return | 16.77% | 13.35%+3.4pp | 12.99%+3.8pp | 20.14%-3.4pp |
| Employer contribution / active EE | $1,104 | $1,799-38.6% | $2,338-52.8% | $2,281-51.6% |
| Participant deferral / active EE | $2,003 | $2,395-16.4% | $2,931-31.6% | $3,203-37.5% |
| Admin fee / account holder | $426 | $3,691-88.5% | $4,381-90.3% | $4,296-90.1% |