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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 | $21,381 | $67,606-68.4% | $82,313-74.0% | $70,124-69.5% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 14.56% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $729 | $1,755-58.5% | $2,428-70.0% | $2,342-68.9% |
| Participant deferral / active EE | $3,311 | $2,987+10.9% | $3,706-10.6% | $3,332-0.6% |
| Admin fee / account holder | $1,547 | $4,512-65.7% | $5,608-72.4% | $4,645-66.7% |