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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 | $11,086 | $47,848-76.8% | $81,473-86.4% | $70,126-84.2% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 16.63% | 27.25%-10.6pp | 38.78%-22.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $799 | $1,527-47.7% | $2,568-68.9% | $2,343-65.9% |
| Participant deferral / active EE | $1,377 | $2,453-43.9% | $3,537-61.1% | $3,332-58.7% |
| Admin fee / account holder | $3,254 | $3,145+3.5% | $4,561-28.7% | $4,645-30.0% |