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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 | $16,540 | $56,894-70.9% | $84,753-80.5% | $62,881-73.7% |
| Participation rate | 50.7% | 68.5%-17.9pp | 76.6%-25.9pp | 69.3%-18.6pp |
| Annual return | 8.76% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $730 | $2,400-69.6% | $3,574-79.6% | $2,281-68.0% |
| Participant deferral / active EE | $1,233 | $2,709-54.5% | $3,712-66.8% | $3,203-61.5% |
| Admin fee / account holder | $560 | $3,581-84.4% | $5,333-89.5% | $4,296-87.0% |