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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 | $13,729 | $99,345-86.2% | $84,753-83.8% | $273,972-95.0% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 6.86% | 22.93%-16.1pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $821 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $2,753 | $4,270-35.5% | $3,712-25.8% | $5,287-47.9% |
| Admin fee / account holder | $8,109 | $6,645+22.0% | $5,333+52.1% | $10,133-20.0% |