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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 | $10,799 | $86,330-87.5% | $121,871-91.1% | $94,015-88.5% |
| Participation rate | 37.0% | 66.7%-29.6pp | 73.2%-36.2pp | 70.8%-33.8pp |
| Annual return | 16.99% | 14.95%+2.0pp | 13.57%+3.4pp | 17.84%-0.9pp |
| Employer contribution / active EE | $890 | $2,292-61.2% | $2,731-67.4% | $2,790-68.1% |
| Participant deferral / active EE | $1,801 | $3,146-42.8% | $4,318-58.3% | $4,249-57.6% |
| Admin fee / account holder | $3,059 | $7,346-58.4% | $11,551-73.5% | $8,951-65.8% |