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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 | $10,947 | $65,704-83.3% | $94,229-88.4% | $59,633-81.6% |
| Participation rate | 62.7% | 72.1%-9.4pp | 78.8%-16.0pp | 68.7%-5.9pp |
| Annual return | 8.33% | 5.22%+3.1pp | 10.68%-2.4pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $1,106 | $2,021-45.2% | $3,587-69.2% | $2,203-49.8% |
| Participant deferral / active EE | $2,173 | $3,143-30.9% | $4,320-49.7% | $3,192-31.9% |
| Admin fee / account holder | $507 | $4,265-88.1% | $6,269-91.9% | $4,297-88.2% |