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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 | $9,464 | $39,132-75.8% | $57,196-83.5% | $62,881-84.9% |
| Participation rate | 44.9% | 70.5%-25.6pp | 75.3%-30.4pp | 69.3%-24.4pp |
| Annual return | 9.48% | 9.24%+0.2pp | 14.59%-5.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $580 | $1,874-69.1% | $2,683-78.4% | $2,281-74.6% |
| Participant deferral / active EE | $1,194 | $2,374-49.7% | $3,096-61.4% | $3,203-62.7% |
| Admin fee / account holder | $433 | $2,594-83.3% | $3,141-86.2% | $4,296-89.9% |