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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 | $11,878 | $52,306-77.3% | $69,779-83.0% | $62,881-81.1% |
| Participation rate | 47.8% | 67.2%-19.4pp | 71.8%-24.0pp | 69.3%-21.5pp |
| Annual return | 5.36% | 13.35%-8.0pp | 12.99%-7.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $712 | $1,799-60.4% | $2,338-69.5% | $2,281-68.8% |
| Participant deferral / active EE | $1,379 | $2,395-42.4% | $2,931-52.9% | $3,203-56.9% |
| Admin fee / account holder | $2,502 | $3,691-32.2% | $4,381-42.9% | $4,296-41.8% |