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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 | $10,981 | $56,484-80.6% | $169,452-93.5% | $64,173-82.9% |
| Participation rate | 56.1% | 64.5%-8.5pp | 77.8%-21.7pp | 69.6%-13.5pp |
| Annual return | 10.34% | -1.55%+11.9pp | 1.83%+8.5pp | 7.63%+2.7pp |
| Employer contribution / active EE | $748 | $1,832-59.2% | $4,157-82.0% | $2,381-68.6% |
| Participant deferral / active EE | $1,476 | $3,448-57.2% | $5,277-72.0% | $3,470-57.5% |
| Admin fee / account holder | $883 | $4,174-78.8% | $9,110-90.3% | $4,887-81.9% |