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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 | $10,625 | $45,087-76.4% | $69,483-84.7% | $72,976-85.4% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 7.64% | 22.67%-15.0pp | 28.99%-21.3pp | 81.02%-73.4pp |
| Employer contribution / active EE | $666 | $2,055-67.6% | $2,780-76.0% | $2,440-72.7% |
| Participant deferral / active EE | $1,116 | $2,603-57.1% | $3,537-68.4% | $3,608-69.1% |
| Admin fee / account holder | $752 | $3,057-75.4% | $3,841-80.4% | $5,124-85.3% |