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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 | $18,040 | $74,535-75.8% | $100,712-82.1% | $82,637-78.2% |
| Participation rate | 58.3% | 61.2%-2.8pp | 69.3%-10.9pp | 68.1%-9.7pp |
| Annual return | 18.61% | 18.92%-0.3pp | 33.27%-14.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $852 | $1,503-43.3% | $2,313-63.2% | $2,552-66.6% |
| Participant deferral / active EE | $1,828 | $3,074-40.5% | $4,085-55.3% | $4,126-55.7% |
| Admin fee / account holder | $472 | $6,576-92.8% | $9,256-94.9% | $7,339-93.6% |