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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 | $19,607 | $77,817-74.8% | $123,553-84.1% | $64,173-69.4% |
| Participation rate | 60.9% | 74.7%-13.8pp | 82.3%-21.4pp | 69.6%-8.7pp |
| Annual return | 3.52% | 12.49%-9.0pp | 119.21%-115.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $863 | $3,014-71.4% | $4,628-81.4% | $2,381-63.7% |
| Participant deferral / active EE | $2,318 | $5,240-55.8% | $6,426-63.9% | $3,470-33.2% |
| Admin fee / account holder | $1,651 | $5,519-70.1% | $9,284-82.2% | $4,887-66.2% |