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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 | $12,855 | $56,894-77.4% | $84,753-84.8% | $62,881-79.6% |
| Participation rate | 34.1% | 68.5%-34.4pp | 76.6%-42.4pp | 69.3%-35.2pp |
| Annual return | 8.31% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $808 | $2,400-66.3% | $3,574-77.4% | $2,281-64.6% |
| Participant deferral / active EE | $1,367 | $2,709-49.5% | $3,712-63.2% | $3,203-57.3% |
| Admin fee / account holder | $1,912 | $3,581-46.6% | $5,333-64.1% | $4,296-55.5% |