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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 | $14,886 | $53,596-72.2% | $90,657-83.6% | $64,173-76.8% |
| Participation rate | 47.1% | 64.5%-17.5pp | 74.0%-27.0pp | 69.6%-22.5pp |
| Annual return | 0.36% | 4.41%-4.1pp | 1.89%-1.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $837 | $1,503-44.3% | $2,532-67.0% | $2,381-64.9% |
| Participant deferral / active EE | $1,083 | $2,459-55.9% | $3,424-68.4% | $3,470-68.8% |
| Admin fee / account holder | $430 | $3,868-88.9% | $4,994-91.4% | $4,887-91.2% |