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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 | $10,877 | $45,082-75.9% | $69,464-84.3% | $72,975-85.1% |
| Participation rate | 44.2% | 68.5%-24.3pp | 74.6%-30.4pp | 69.5%-25.3pp |
| Annual return | 22.17% | 22.66%-0.5pp | 28.98%-6.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $769 | $2,055-62.6% | $2,779-72.3% | $2,440-68.5% |
| Participant deferral / active EE | $1,239 | $2,604-52.4% | $3,536-65.0% | $3,608-65.7% |
| Admin fee / account holder | $936 | $3,057-69.4% | $3,840-75.6% | $5,124-81.7% |