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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 | $67,894-84.1% | $89,340-87.9% | $82,448-86.9% |
| Participation rate | 37.0% | 64.0%-27.0pp | 69.6%-32.5pp | 68.1%-31.0pp |
| Annual return | 16.99% | 19.21%-2.2pp | 20.57%-3.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $890 | $1,828-51.3% | $2,231-60.1% | $2,551-65.1% |
| Participant deferral / active EE | $1,801 | $3,072-41.4% | $3,823-52.9% | $4,139-56.5% |
| Admin fee / account holder | $3,059 | $5,723-46.5% | $6,704-54.4% | $7,234-57.7% |