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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 | $9,596 | $45,050-78.7% | $63,018-84.8% | $70,126-86.3% |
| Participation rate | 43.9% | 69.5%-25.6pp | 74.8%-30.9pp | 69.5%-25.6pp |
| Annual return | 21.76% | 18.76%+3.0pp | 87.62%-65.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $393 | $2,052-80.9% | $2,761-85.8% | $2,343-83.2% |
| Participant deferral / active EE | $1,050 | $2,466-57.4% | $3,330-68.5% | $3,332-68.5% |
| Admin fee / account holder | $461 | $2,834-83.7% | $3,601-87.2% | $4,645-90.1% |