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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 | $9,870 | $45,043-78.1% | $63,005-84.3% | $70,124-85.9% |
| Participation rate | 32.1% | 69.5%-37.4pp | 74.8%-42.7pp | 69.5%-37.5pp |
| Annual return | 11.36% | 18.76%-7.4pp | 87.59%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $500 | $2,052-75.6% | $2,760-81.9% | $2,342-78.7% |
| Participant deferral / active EE | $954 | $2,466-61.3% | $3,329-71.3% | $3,332-71.4% |
| Admin fee / account holder | $692 | $2,833-75.6% | $3,599-80.8% | $4,645-85.1% |