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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 | $16,701 | $60,349-72.3% | $74,184-77.5% | $62,881-73.4% |
| Participation rate | 65.4% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 7.81% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $732 | $1,680-56.5% | $2,370-69.1% | $2,281-67.9% |
| Participant deferral / active EE | $1,797 | $2,856-37.1% | $3,550-49.4% | $3,203-43.9% |
| Admin fee / account holder | $1,004 | $4,261-76.4% | $5,586-82.0% | $4,296-76.6% |