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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 | $12,816 | $47,944-73.3% | $67,834-81.1% | $62,881-79.6% |
| Participation rate | 41.9% | 61.1%-19.2pp | 68.8%-26.9pp | 69.3%-27.4pp |
| Annual return | 13.31% | 11.77%+1.5pp | 138.47%-125.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $778 | $1,562-50.2% | $2,403-67.6% | $2,281-65.9% |
| Participant deferral / active EE | $2,334 | $2,247+3.9% | $3,160-26.1% | $3,203-27.1% |
| Admin fee / account holder | $317 | $3,712-91.4% | $4,622-93.1% | $4,296-92.6% |