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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 | $11,479 | $60,349-81.0% | $74,184-84.5% | $62,881-81.7% |
| Participation rate | 66.3% | 72.7%-6.4pp | 76.6%-10.3pp | 69.3%-3.0pp |
| Annual return | 7.00% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $375 | $1,680-77.7% | $2,370-84.2% | $2,281-83.6% |
| Participant deferral / active EE | $1,348 | $2,856-52.8% | $3,550-62.0% | $3,203-57.9% |
| Admin fee / account holder | $1,650 | $4,261-61.3% | $5,586-70.5% | $4,296-61.6% |