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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 | $23,660 | $76,564-69.1% | $105,582-77.6% | $94,015-74.8% |
| Participation rate | 56.0% | 65.2%-9.2pp | 71.8%-15.8pp | 70.8%-14.8pp |
| Annual return | 18.43% | 20.69%-2.3pp | 18.61%-0.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $634 | $1,995-68.2% | $2,984-78.8% | $2,790-77.3% |
| Participant deferral / active EE | $3,168 | $3,320-4.6% | $4,353-27.2% | $4,249-25.4% |
| Admin fee / account holder | $1,385 | $7,129-80.6% | $12,856-89.2% | $8,951-84.5% |