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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 | $9,791 | $56,121-82.6% | $92,985-89.5% | $64,340-84.8% |
| Participation rate | 50.0% | 44.9%+5.1pp | 69.5%-19.5pp | 55.2%-5.2pp |
| Annual return | 26.97% | 19.19%+7.8pp | 27.99%-1.0pp | 24.14%+2.8pp |
| Employer contribution / active EE | $1,021 | $1,351-24.5% | $2,662-61.7% | $1,862-45.2% |
| Participant deferral / active EE | $1,386 | $2,362-41.3% | $4,377-68.3% | $2,980-53.5% |
| Admin fee / account holder | $359 | $6,869-94.8% | $9,463-96.2% | $3,703-90.3% |