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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 | $11,241 | $47,944-76.6% | $67,834-83.4% | $62,881-82.1% |
| Participation rate | 40.0% | 61.1%-21.1pp | 68.8%-28.8pp | 69.3%-29.3pp |
| Annual return | 17.13% | 11.77%+5.4pp | 138.47%-121.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $802 | $1,562-48.6% | $2,403-66.6% | $2,281-64.8% |
| Participant deferral / active EE | $2,304 | $2,247+2.5% | $3,160-27.1% | $3,203-28.1% |
| Admin fee / account holder | $1,095 | $3,712-70.5% | $4,622-76.3% | $4,296-74.5% |