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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 | $11,332 | $59,804-81.1% | $81,982-86.2% | $79,856-85.8% |
| Participation rate | 63.0% | 61.6%+1.3pp | 69.3%-6.3pp | 69.6%-6.7pp |
| Annual return | 12.25% | 17.56%-5.3pp | 41.31%-29.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $413 | $1,713-75.9% | $2,498-83.5% | $2,471-83.3% |
| Participant deferral / active EE | $2,137 | $2,695-20.7% | $3,722-42.6% | $3,741-42.9% |
| Admin fee / account holder | $1,643 | $4,288-61.7% | $5,665-71.0% | $5,306-69.0% |