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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 | $13,820 | $86,940-84.1% | $102,434-86.5% | $80,935-82.9% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 14.13% | 18.89%-4.8pp | 29.46%-15.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $727 | $2,370-69.3% | $3,023-76.0% | $2,757-73.6% |
| Participant deferral / active EE | $1,953 | $4,121-52.6% | $5,055-61.4% | $4,299-54.6% |
| Admin fee / account holder | $1,024 | $8,047-87.3% | $9,462-89.2% | $6,924-85.2% |