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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 | $17,541 | $74,535-76.5% | $100,712-82.6% | $82,637-78.8% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.3%-17.3pp | 68.1%-16.1pp |
| Annual return | 19.37% | 18.92%+0.5pp | 33.27%-13.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $605 | $1,503-59.8% | $2,313-73.9% | $2,552-76.3% |
| Participant deferral / active EE | $3,271 | $3,074+6.4% | $4,085-19.9% | $4,126-20.7% |
| Admin fee / account holder | $2,216 | $6,576-66.3% | $9,256-76.1% | $7,339-69.8% |