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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 | $72,607-86.6% | $90,259-89.2% | $87,485-88.8% |
| Participation rate | 51.7% | 64.8%-13.1pp | 70.7%-19.0pp | 68.9%-17.2pp |
| Annual return | 29.12% | 18.59%+10.5pp | 18.88%+10.2pp | 26.06%+3.1pp |
| Employer contribution / active EE | $549 | $1,919-71.4% | $2,291-76.1% | $2,596-78.9% |
| Participant deferral / active EE | $1,682 | $3,055-45.0% | $3,827-56.1% | $4,274-60.7% |
| Admin fee / account holder | $2,148 | $5,947-63.9% | $7,267-70.4% | $7,775-72.4% |