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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 | $10,923 | $67,894-83.9% | $89,340-87.8% | $82,448-86.8% |
| Participation rate | 63.1% | 64.0%-1.0pp | 69.6%-6.5pp | 68.1%-5.0pp |
| Annual return | 13.48% | 19.21%-5.7pp | 20.57%-7.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $583 | $1,828-68.1% | $2,231-73.9% | $2,551-77.2% |
| Participant deferral / active EE | $1,317 | $3,072-57.1% | $3,823-65.5% | $4,139-68.2% |
| Admin fee / account holder | $2,208 | $5,723-61.4% | $6,704-67.1% | $7,234-69.5% |