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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 | $11,056 | $52,306-78.9% | $69,779-84.2% | $62,881-82.4% |
| Participation rate | 36.0% | 67.2%-31.2pp | 71.8%-35.8pp | 69.3%-33.3pp |
| Annual return | 8.78% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $771 | $1,799-57.2% | $2,338-67.0% | $2,281-66.2% |
| Participant deferral / active EE | $1,066 | $2,395-55.5% | $2,931-63.6% | $3,203-66.7% |
| Admin fee / account holder | $955 | $3,691-74.1% | $4,381-78.2% | $4,296-77.8% |