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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 | $86,330-88.7% | $121,871-92.0% | $94,015-89.6% |
| Participation rate | 51.7% | 66.7%-14.9pp | 73.2%-21.5pp | 70.8%-19.1pp |
| Annual return | 29.12% | 14.95%+14.2pp | 13.57%+15.6pp | 17.84%+11.3pp |
| Employer contribution / active EE | $549 | $2,292-76.1% | $2,731-79.9% | $2,790-80.3% |
| Participant deferral / active EE | $1,682 | $3,146-46.6% | $4,318-61.1% | $4,249-60.4% |
| Admin fee / account holder | $2,148 | $7,346-70.8% | $11,551-81.4% | $8,951-76.0% |