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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 | $11,091 | $47,848-76.8% | $81,473-86.4% | $70,126-84.2% |
| Participation rate | 48.8% | 58.3%-9.5pp | 68.0%-19.2pp | 69.5%-20.8pp |
| Annual return | 15.02% | 27.25%-12.2pp | 38.78%-23.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $238 | $1,527-84.4% | $2,568-90.7% | $2,343-89.8% |
| Participant deferral / active EE | $1,180 | $2,453-51.9% | $3,537-66.6% | $3,332-64.6% |
| Admin fee / account holder | $736 | $3,145-76.6% | $4,561-83.9% | $4,645-84.2% |