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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 | $8,699 | $49,025-82.3% | $87,502-90.1% | $62,881-86.2% |
| Participation rate | 64.3% | 64.9%-0.6pp | 73.8%-9.6pp | 69.3%-5.0pp |
| Annual return | 9.38% | 10.02%-0.6pp | 12.21%-2.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $830 | $1,372-39.5% | $2,550-67.4% | $2,281-63.6% |
| Participant deferral / active EE | $1,748 | $2,289-23.7% | $3,149-44.5% | $3,203-45.4% |
| Admin fee / account holder | $536 | $4,065-86.8% | $4,221-87.3% | $4,296-87.5% |