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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 | $9,096 | $52,279-82.6% | $89,414-89.8% | $79,852-88.6% |
| Participation rate | 47.1% | 57.5%-10.4pp | 68.0%-20.8pp | 69.6%-22.5pp |
| Annual return | 19.28% | 22.16%-2.9pp | 245.50%-226.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $534 | $1,572-66.0% | $2,586-79.3% | $2,471-78.4% |
| Participant deferral / active EE | $1,428 | $2,740-47.9% | $3,890-63.3% | $3,740-61.8% |
| Admin fee / account holder | $762 | $3,356-77.3% | $4,883-84.4% | $5,306-85.6% |