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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 | $14,231 | $48,364-70.6% | $71,796-80.2% | $62,881-77.4% |
| Participation rate | 41.4% | 60.6%-19.2pp | 69.1%-27.7pp | 69.3%-27.9pp |
| Annual return | 7.73% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $327 | $1,042-68.7% | $1,924-83.0% | $2,281-85.7% |
| Participant deferral / active EE | $972 | $2,091-53.5% | $2,794-65.2% | $3,203-69.7% |
| Admin fee / account holder | $749 | $3,771-80.1% | $4,815-84.4% | $4,296-82.6% |