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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 | $23,017 | $60,349-61.9% | $74,184-69.0% | $62,881-63.4% |
| Participation rate | 64.1% | 72.7%-8.6pp | 76.6%-12.5pp | 69.3%-5.2pp |
| Annual return | 8.13% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $904 | $1,680-46.2% | $2,370-61.9% | $2,281-60.4% |
| Participant deferral / active EE | $1,673 | $2,856-41.4% | $3,550-52.9% | $3,203-47.8% |
| Admin fee / account holder | $996 | $4,261-76.6% | $5,586-82.2% | $4,296-76.8% |