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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 | $13,931 | $56,894-75.5% | $84,753-83.6% | $62,881-77.8% |
| Participation rate | 26.0% | 68.5%-42.5pp | 76.6%-50.6pp | 69.3%-43.3pp |
| Annual return | 9.36% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $788 | $2,400-67.2% | $3,574-77.9% | $2,281-65.4% |
| Participant deferral / active EE | $1,437 | $2,709-47.0% | $3,712-61.3% | $3,203-55.1% |
| Admin fee / account holder | $1,558 | $3,581-56.5% | $5,333-70.8% | $4,296-63.7% |