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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 | $9,619 | $54,541-82.4% | $78,778-87.8% | $70,126-86.3% |
| Participation rate | 48.2% | 60.8%-12.6pp | 69.2%-21.0pp | 69.5%-21.3pp |
| Annual return | 18.44% | 21.07%-2.6pp | 35.62%-17.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,262 | $1,089+15.9% | $1,986-36.5% | $2,343-46.1% |
| Participant deferral / active EE | $1,555 | $2,210-29.6% | $2,958-47.4% | $3,332-53.3% |
| Admin fee / account holder | $762 | $3,709-79.5% | $5,134-85.2% | $4,645-83.6% |