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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 | $12,966 | $56,894-77.2% | $84,753-84.7% | $62,881-79.4% |
| Participation rate | 63.9% | 68.5%-4.6pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,449 | $2,400-39.6% | $3,574-59.5% | $2,281-36.5% |
| Participant deferral / active EE | $2,041 | $2,709-24.7% | $3,712-45.0% | $3,203-36.3% |
| Admin fee / account holder | $989 | $3,581-72.4% | $5,333-81.5% | $4,296-77.0% |