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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 | $15,436 | $60,349-74.4% | $74,184-79.2% | $62,881-75.5% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 7.16% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $691 | $1,680-58.8% | $2,370-70.8% | $2,281-69.7% |
| Participant deferral / active EE | $2,840 | $2,856-0.6% | $3,550-20.0% | $3,203-11.3% |
| Admin fee / account holder | $1,067 | $4,261-74.9% | $5,586-80.9% | $4,296-75.2% |