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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 | $10,927 | $67,602-83.8% | $82,312-86.7% | $70,126-84.4% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.9%-21.6pp | 69.5%-14.2pp |
| Annual return | 18.27% | 21.57%-3.3pp | 25.88%-7.6pp | 73.15%-54.9pp |
| Employer contribution / active EE | $540 | $1,755-69.2% | $2,428-77.8% | $2,343-77.0% |
| Participant deferral / active EE | $1,934 | $2,987-35.3% | $3,706-47.8% | $3,332-42.0% |
| Admin fee / account holder | $422 | $4,512-90.6% | $5,608-92.5% | $4,645-90.9% |