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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 | $10,499 | $48,364-78.3% | $71,796-85.4% | $62,881-83.3% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 8.94% | 13.16%-4.2pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,160 | $2,091-44.5% | $2,794-58.5% | $3,203-63.8% |
| Admin fee / account holder | $594 | $3,771-84.2% | $4,815-87.7% | $4,296-86.2% |