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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 | $9,118 | $56,894-84.0% | $84,753-89.2% | $62,881-85.5% |
| Participation rate | 44.8% | 68.5%-23.7pp | 76.6%-31.8pp | 69.3%-24.5pp |
| Annual return | 5.65% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $500 | $2,400-79.2% | $3,574-86.0% | $2,281-78.1% |
| Participant deferral / active EE | $1,998 | $2,709-26.2% | $3,712-46.2% | $3,203-37.6% |
| Admin fee / account holder | $575 | $3,581-83.9% | $5,333-89.2% | $4,296-86.6% |