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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 | $14,436 | $41,377-65.1% | $109,313-86.8% | $62,881-77.0% |
| Participation rate | 67.1% | 57.5%+9.6pp | 71.3%-4.1pp | 69.3%-2.2pp |
| Annual return | 6.73% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $274 | $1,276-78.5% | $3,892-93.0% | $2,281-88.0% |
| Participant deferral / active EE | $2,639 | $2,045+29.0% | $3,166-16.7% | $3,203-17.6% |
| Admin fee / account holder | $397 | $2,884-86.2% | $5,666-93.0% | $4,296-90.8% |