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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 | $15,486 | $56,894-72.8% | $84,753-81.7% | $62,881-75.4% |
| Participation rate | 55.7% | 68.5%-12.9pp | 76.6%-20.9pp | 69.3%-13.6pp |
| Annual return | 9.28% | 6.30%+3.0pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $902 | $2,400-62.4% | $3,574-74.8% | $2,281-60.5% |
| Participant deferral / active EE | $1,982 | $2,709-26.9% | $3,712-46.6% | $3,203-38.1% |
| Admin fee / account holder | $454 | $3,581-87.3% | $5,333-91.5% | $4,296-89.4% |