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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 | $10,478 | $54,541-80.8% | $78,778-86.7% | $70,126-85.1% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 22.72% | 21.07%+1.6pp | 35.62%-12.9pp | 73.15%-50.4pp |
| Employer contribution / active EE | $786 | $1,089-27.8% | $1,986-60.4% | $2,343-66.4% |
| Participant deferral / active EE | $2,610 | $2,210+18.1% | $2,958-11.8% | $3,332-21.7% |
| Admin fee / account holder | $1,736 | $3,709-53.2% | $5,134-66.2% | $4,645-62.6% |