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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 | $16,040 | $56,894-71.8% | $84,753-81.1% | $62,881-74.5% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 8.01% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,069 | $2,400+27.9% | $3,574-14.1% | $2,281+34.6% |
| Participant deferral / active EE | $3,786 | $2,709+39.7% | $3,712+2.0% | $3,203+18.2% |
| Admin fee / account holder | $615 | $3,581-82.8% | $5,333-88.5% | $4,296-85.7% |