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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 | $13,251 | $48,364-72.6% | $71,796-81.5% | $62,881-78.9% |
| Participation rate | 68.0% | 60.6%+7.4pp | 69.1%-1.1pp | 69.3%-1.3pp |
| Annual return | 7.38% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $532 | $1,042-48.9% | $1,924-72.3% | $2,281-76.7% |
| Participant deferral / active EE | $1,930 | $2,091-7.7% | $2,794-30.9% | $3,203-39.7% |
| Admin fee / account holder | $1,311 | $3,771-65.2% | $4,815-72.8% | $4,296-69.5% |