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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 | $9,185 | $56,894-83.9% | $84,753-89.2% | $62,881-85.4% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 16.27% | 6.30%+10.0pp | 22.78%-6.5pp | 20.14%-3.9pp |
| Employer contribution / active EE | $967 | $2,400-59.7% | $3,574-73.0% | $2,281-57.6% |
| Participant deferral / active EE | $1,345 | $2,709-50.4% | $3,712-63.8% | $3,203-58.0% |
| Admin fee / account holder | $1,430 | $3,581-60.1% | $5,333-73.2% | $4,296-66.7% |