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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 | $18,777 | $58,493-67.9% | $84,021-77.7% | $72,975-74.3% |
| Participation rate | 53.8% | 61.2%-7.4pp | 69.0%-15.2pp | 69.5%-15.6pp |
| Annual return | 23.92% | 28.93%-5.0pp | 71.32%-47.4pp | 81.01%-57.1pp |
| Employer contribution / active EE | $879 | $1,163-24.4% | $1,984-55.7% | $2,440-64.0% |
| Participant deferral / active EE | $1,302 | $2,394-45.6% | $3,239-59.8% | $3,608-63.9% |
| Admin fee / account holder | $342 | $4,569-92.5% | $6,102-94.4% | $5,124-93.3% |