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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 | $22,345 | $79,955-72.1% | $98,461-77.3% | $75,173-70.3% |
| Participation rate | 66.0% | 70.4%-4.4pp | 75.2%-9.2pp | 67.2%-1.2pp |
| Annual return | 15.74% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-145.0pp |
| Employer contribution / active EE | $711 | $2,264-68.6% | $3,049-76.7% | $2,671-73.4% |
| Participant deferral / active EE | $2,349 | $3,752-37.4% | $4,738-50.4% | $4,126-43.1% |
| Admin fee / account holder | $491 | $6,841-92.8% | $8,961-94.5% | $5,651-91.3% |