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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 | $10,926 | $58,099-81.2% | $76,902-85.8% | $75,177-85.5% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.6%-14.0pp | 67.2%-11.6pp |
| Annual return | 13.66% | 26.71%-13.1pp | 37.91%-24.3pp | 160.75%-147.1pp |
| Employer contribution / active EE | $789 | $1,996-60.4% | $2,534-68.9% | $2,671-70.5% |
| Participant deferral / active EE | $2,333 | $2,999-22.2% | $3,833-39.2% | $4,126-43.5% |
| Admin fee / account holder | $6,201 | $4,778+29.8% | $5,479+13.2% | $5,651+9.7% |