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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 | $20,470 | $60,349-66.1% | $74,184-72.4% | $62,881-67.4% |
| Participation rate | 64.5% | 72.7%-8.2pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 6.23% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $461 | $1,680-72.6% | $2,370-80.5% | $2,281-79.8% |
| Participant deferral / active EE | $2,222 | $2,856-22.2% | $3,550-37.4% | $3,203-30.6% |
| Admin fee / account holder | $1,557 | $4,261-63.5% | $5,586-72.1% | $4,296-63.8% |