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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 | $16,103 | $56,894-71.7% | $84,753-81.0% | $62,881-74.4% |
| Participation rate | 39.4% | 68.5%-29.1pp | 76.6%-37.2pp | 69.3%-29.9pp |
| Annual return | 8.06% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $680 | $2,400-71.7% | $3,574-81.0% | $2,281-70.2% |
| Participant deferral / active EE | $1,323 | $2,709-51.2% | $3,712-64.4% | $3,203-58.7% |
| Admin fee / account holder | $360 | $3,581-89.9% | $5,333-93.2% | $4,296-91.6% |