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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 | $10,560 | $54,541-80.6% | $78,778-86.6% | $70,126-84.9% |
| Participation rate | 36.4% | 60.8%-24.4pp | 69.2%-32.8pp | 69.5%-33.2pp |
| Annual return | 21.61% | 21.07%+0.5pp | 35.62%-14.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $376 | $1,089-65.4% | $1,986-81.0% | $2,343-83.9% |
| Participant deferral / active EE | $1,244 | $2,210-43.7% | $2,958-58.0% | $3,332-62.7% |
| Admin fee / account holder | $574 | $3,709-84.5% | $5,134-88.8% | $4,645-87.7% |