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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 | $11,754 | $63,773-81.6% | $81,286-85.5% | $80,925-85.5% |
| Participation rate | 60.4% | 63.9%-3.5pp | 69.5%-9.1pp | 67.7%-7.2pp |
| Annual return | 20.12% | 16.37%+3.8pp | 24.80%-4.7pp | 35.65%-15.5pp |
| Employer contribution / active EE | $962 | $1,979-51.4% | $2,463-60.9% | $2,756-65.1% |
| Participant deferral / active EE | $1,084 | $3,093-64.9% | $3,883-72.1% | $4,299-74.8% |
| Admin fee / account holder | $2,576 | $5,682-54.7% | $5,764-55.3% | $6,940-62.9% |