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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 | $8,124 | $57,108-85.8% | $94,228-91.4% | $52,331-84.5% |
| Participation rate | 44.8% | 72.9%-28.2pp | 78.8%-34.0pp | 68.1%-23.3pp |
| Annual return | 17.03% | 1.47%+15.6pp | 10.68%+6.3pp | 4.54%+12.5pp |
| Employer contribution / active EE | $771 | $1,735-55.5% | $3,587-78.5% | $1,882-59.0% |
| Participant deferral / active EE | $1,605 | $3,040-47.2% | $4,320-62.9% | $3,022-46.9% |
| Admin fee / account holder | $382 | $546-30.2% | $6,269-93.9% | $592-35.5% |