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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 | $14,921 | $56,894-73.8% | $84,753-82.4% | $62,881-76.3% |
| Participation rate | 44.2% | 68.5%-24.4pp | 76.6%-32.4pp | 69.3%-25.1pp |
| Annual return | 7.80% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $636 | $2,400-73.5% | $3,574-82.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,085 | $2,709-60.0% | $3,712-70.8% | $3,203-66.1% |
| Admin fee / account holder | $663 | $3,581-81.5% | $5,333-87.6% | $4,296-84.6% |