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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 | $7,564 | $56,894-86.7% | $84,753-91.1% | $62,881-88.0% |
| Participation rate | 43.8% | 68.5%-24.8pp | 76.6%-32.8pp | 69.3%-25.6pp |
| Annual return | 10.19% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,020 | $2,400-57.5% | $3,574-71.5% | $2,281-55.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,316 | $3,581-63.3% | $5,333-75.3% | $4,296-69.4% |