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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 | $14,881 | $56,894-73.8% | $84,753-82.4% | $62,881-76.3% |
| Participation rate | 18.2% | 68.5%-50.4pp | 76.6%-58.4pp | 69.3%-51.1pp |
| Annual return | 7.20% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $694 | $2,400-71.1% | $3,574-80.6% | $2,281-69.6% |
| Participant deferral / active EE | $2,626 | $2,709-3.1% | $3,712-29.3% | $3,203-18.0% |
| Admin fee / account holder | $746 | $3,581-79.2% | $5,333-86.0% | $4,296-82.6% |