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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 | $9,759 | $67,894-85.6% | $89,340-89.1% | $82,448-88.2% |
| Participation rate | 51.7% | 64.0%-12.3pp | 69.6%-17.8pp | 68.1%-16.3pp |
| Annual return | 29.12% | 19.21%+9.9pp | 20.57%+8.5pp | 41.64%-12.5pp |
| Employer contribution / active EE | $549 | $1,828-70.0% | $2,231-75.4% | $2,551-78.5% |
| Participant deferral / active EE | $1,682 | $3,072-45.3% | $3,823-56.0% | $4,139-59.4% |
| Admin fee / account holder | $2,148 | $5,723-62.5% | $6,704-68.0% | $7,234-70.3% |