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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 | $18,366 | $70,475-73.9% | $100,530-81.7% | $79,858-77.0% |
| Participation rate | 53.8% | 73.7%-19.8pp | 79.4%-25.6pp | 69.6%-15.8pp |
| Annual return | 12.99% | 21.90%-8.9pp | 30.89%-17.9pp | 31.72%-18.7pp |
| Employer contribution / active EE | $229 | $2,165-89.4% | $3,418-93.3% | $2,471-90.7% |
| Participant deferral / active EE | $2,600 | $5,181-49.8% | $6,271-58.5% | $3,740-30.5% |
| Admin fee / account holder | $8,133 | $4,478+81.6% | $8,083+0.6% | $5,306+53.3% |