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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 | $15,790 | $61,660-74.4% | $80,022-80.3% | $64,173-75.4% |
| Participation rate | 52.3% | 71.7%-19.4pp | 75.8%-23.6pp | 69.6%-17.3pp |
| Annual return | 6.02% | -0.33%+6.4pp | 11.22%-5.2pp | 7.63%-1.6pp |
| Employer contribution / active EE | $883 | $1,810-51.2% | $2,468-64.2% | $2,381-62.9% |
| Participant deferral / active EE | $1,728 | $2,968-41.8% | $3,686-53.1% | $3,470-50.2% |
| Admin fee / account holder | $1,996 | $5,417-63.2% | $6,521-69.4% | $4,887-59.2% |