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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 | $12,144 | $48,078-74.7% | $78,676-84.6% | $62,881-80.7% |
| Participation rate | 62.1% | 65.2%-3.1pp | 73.6%-11.5pp | 69.3%-7.2pp |
| Annual return | 8.98% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $957 | $2,015-52.5% | $2,850-66.4% | $2,281-58.0% |
| Participant deferral / active EE | $2,638 | $2,587+2.0% | $3,517-25.0% | $3,203-17.7% |
| Admin fee / account holder | $402 | $3,206-87.5% | $4,510-91.1% | $4,296-90.6% |