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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 | $13,308 | $47,944-72.2% | $67,834-80.4% | $62,881-78.8% |
| Participation rate | 67.3% | 61.1%+6.2pp | 68.8%-1.5pp | 69.3%-2.0pp |
| Annual return | 12.13% | 11.77%+0.4pp | 138.47%-126.3pp | 20.14%-8.0pp |
| Employer contribution / active EE | $324 | $1,562-79.3% | $2,403-86.5% | $2,281-85.8% |
| Participant deferral / active EE | $1,982 | $2,247-11.8% | $3,160-37.3% | $3,203-38.1% |
| Admin fee / account holder | $1,803 | $3,712-51.4% | $4,622-61.0% | $4,296-58.0% |