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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 | $10,692 | $51,466-79.2% | $78,778-86.4% | $62,293-82.8% |
| Participation rate | 31.4% | 59.8%-28.4pp | 69.2%-37.8pp | 69.5%-38.1pp |
| Annual return | 20.15% | 19.96%+0.2pp | 35.62%-15.5pp | 28.90%-8.7pp |
| Employer contribution / active EE | $488 | $827-41.0% | $1,986-75.4% | $2,042-76.1% |
| Participant deferral / active EE | $1,145 | $2,147-46.7% | $2,958-61.3% | $3,169-63.9% |
| Admin fee / account holder | $747 | $489+52.6% | $5,134-85.5% | $479+55.8% |