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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 | $9,592 | $54,757-82.5% | $90,304-89.4% | $72,975-86.9% |
| Participation rate | 51.1% | 65.2%-14.0pp | 73.3%-22.2pp | 69.5%-18.4pp |
| Annual return | 39.06% | 30.63%+8.4pp | 78.13%-39.1pp | 81.01%-42.0pp |
| Employer contribution / active EE | $597 | $2,093-71.5% | $2,855-79.1% | $2,440-75.5% |
| Participant deferral / active EE | $1,172 | $2,887-59.4% | $3,885-69.8% | $3,608-67.5% |
| Admin fee / account holder | $845 | $3,973-78.7% | $5,354-84.2% | $5,124-83.5% |