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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 | $13,258 | $56,894-76.7% | $84,753-84.4% | $62,881-78.9% |
| Participation rate | 42.6% | 68.5%-25.9pp | 76.6%-34.0pp | 69.3%-26.7pp |
| Annual return | 9.74% | 6.30%+3.4pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,164 | $2,400-51.5% | $3,574-67.4% | $2,281-49.0% |
| Participant deferral / active EE | $1,891 | $2,709-30.2% | $3,712-49.1% | $3,203-41.0% |
| Admin fee / account holder | $829 | $3,581-76.9% | $5,333-84.5% | $4,296-80.7% |