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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 | $9,394 | $77,638-87.9% | $156,551-94.0% | $62,881-85.1% |
| Participation rate | 68.8% | 71.2%-2.4pp | 84.0%-15.3pp | 69.3%-0.6pp |
| Annual return | 6.08% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $615 | $3,444-82.1% | $5,501-88.8% | $2,281-73.0% |
| Participant deferral / active EE | $1,565 | $3,046-48.6% | $4,871-67.9% | $3,203-51.1% |
| Admin fee / account holder | $5,686 | $5,561+2.2% | $13,028-56.4% | $4,296+32.4% |