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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 | $12,548 | $56,894-77.9% | $84,753-85.2% | $62,881-80.0% |
| Participation rate | 51.4% | 68.5%-17.2pp | 76.6%-25.2pp | 69.3%-18.0pp |
| Annual return | 19.27% | 6.30%+13.0pp | 22.78%-3.5pp | 20.14%-0.9pp |
| Employer contribution / active EE | $834 | $2,400-65.2% | $3,574-76.7% | $2,281-63.4% |
| Participant deferral / active EE | $1,534 | $2,709-43.4% | $3,712-58.7% | $3,203-52.1% |
| Admin fee / account holder | $863 | $3,581-75.9% | $5,333-83.8% | $4,296-79.9% |