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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 | $13,028 | $67,602-80.7% | $82,312-84.2% | $70,126-81.4% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 12.45% | 21.57%-9.1pp | 25.88%-13.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $509 | $1,755-71.0% | $2,428-79.0% | $2,343-78.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $335 | $4,512-92.6% | $5,608-94.0% | $4,645-92.8% |