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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 | $13,579 | $60,352-77.5% | $74,185-81.7% | $62,881-78.4% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 7.22% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $530 | $1,680-68.5% | $2,370-77.6% | $2,281-76.8% |
| Participant deferral / active EE | $1,753 | $2,856-38.6% | $3,550-50.6% | $3,203-45.3% |
| Admin fee / account holder | $3,767 | $4,261-11.6% | $5,586-32.6% | $4,296-12.3% |