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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 | $12,467 | $49,025-74.6% | $87,502-85.8% | $62,881-80.2% |
| Participation rate | 44.1% | 64.9%-20.8pp | 73.8%-29.7pp | 69.3%-25.2pp |
| Annual return | 7.98% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $905 | $1,372-34.0% | $2,550-64.5% | $2,281-60.3% |
| Participant deferral / active EE | $1,380 | $2,289-39.7% | $3,149-56.2% | $3,203-56.9% |
| Admin fee / account holder | $364 | $4,065-91.1% | $4,221-91.4% | $4,296-91.5% |