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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 | $19,858 | $60,349-67.1% | $74,184-73.2% | $62,881-68.4% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 7.54% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $399 | $1,680-76.2% | $2,370-83.2% | $2,281-82.5% |
| Participant deferral / active EE | $2,340 | $2,856-18.1% | $3,550-34.1% | $3,203-27.0% |
| Admin fee / account holder | $1,006 | $4,261-76.4% | $5,586-82.0% | $4,296-76.6% |