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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 | $17,360 | $56,287-69.2% | $80,977-78.6% | $62,881-72.4% |
| Participation rate | 63.5% | 68.9%-5.5pp | 75.8%-12.3pp | 69.3%-5.8pp |
| Annual return | 8.14% | 22.13%-14.0pp | 17.11%-9.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $394 | $1,943-79.7% | $3,715-89.4% | $2,281-82.7% |
| Participant deferral / active EE | $3,231 | $4,196-23.0% | $5,696-43.3% | $3,203+0.9% |
| Admin fee / account holder | $1,476 | $3,742-60.6% | $5,517-73.3% | $4,296-65.7% |