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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 | $12,607 | $41,377-69.5% | $109,313-88.5% | $62,881-80.0% |
| Participation rate | 34.8% | 57.5%-22.8pp | 71.3%-36.5pp | 69.3%-34.5pp |
| Annual return | 6.64% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $337 | $1,276-73.6% | $3,892-91.3% | $2,281-85.2% |
| Participant deferral / active EE | $770 | $2,045-62.4% | $3,166-75.7% | $3,203-76.0% |
| Admin fee / account holder | $3,512 | $2,884+21.8% | $5,666-38.0% | $4,296-18.2% |