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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 | $18,222 | $72,492-74.9% | $87,102-79.1% | $72,983-75.0% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.0pp | 69.5%+0.4pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $753 | $1,894-60.3% | $2,521-70.1% | $2,440-69.1% |
| Participant deferral / active EE | $2,478 | $3,270-24.2% | $4,048-38.8% | $3,608-31.3% |
| Admin fee / account holder | $3,817 | $5,055-24.5% | $7,491-49.0% | $5,124-25.5% |