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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 | $11,147 | $51,207-78.2% | $70,565-84.2% | $71,529-84.4% |
| Participation rate | 64.5% | 59.4%+5.2pp | 68.4%-3.8pp | 67.9%-3.4pp |
| Annual return | 21.30% | 42.71%-21.4pp | 32.79%-11.5pp | 28.97%-7.7pp |
| Employer contribution / active EE | $727 | $1,795-59.5% | $2,976-75.6% | $2,590-71.9% |
| Participant deferral / active EE | $1,967 | $3,033-35.1% | $4,568-56.9% | $4,291-54.2% |
| Admin fee / account holder | $1,482 | $2,002-26.0% | $6,430-77.0% | $1,588-6.7% |