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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 | $10,949 | $56,894-80.8% | $84,753-87.1% | $62,881-82.6% |
| Participation rate | 37.0% | 68.5%-31.6pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 9.26% | 6.30%+3.0pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $841 | $2,400-65.0% | $3,574-76.5% | $2,281-63.1% |
| Participant deferral / active EE | $1,563 | $2,709-42.3% | $3,712-57.9% | $3,203-51.2% |
| Admin fee / account holder | $342 | $3,581-90.4% | $5,333-93.6% | $4,296-92.0% |