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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 | $9,614 | $46,534-79.3% | $64,097-85.0% | $75,177-87.2% |
| Participation rate | 46.2% | 65.9%-19.8pp | 72.3%-26.2pp | 67.2%-21.1pp |
| Annual return | 48.05% | 26.07%+22.0pp | 33.75%+14.3pp | 160.75%-112.7pp |
| Employer contribution / active EE | $743 | $1,976-62.4% | $2,750-73.0% | $2,671-72.2% |
| Participant deferral / active EE | $1,179 | $2,835-58.4% | $3,881-69.6% | $4,126-71.4% |
| Admin fee / account holder | $403 | $2,957-86.4% | $3,070-86.9% | $5,651-92.9% |