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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 | $17,112 | $72,027-76.2% | $185,835-90.8% | $79,852-78.6% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 26.15% | 23.13%+3.0pp | 35.96%-9.8pp | 31.72%-5.6pp |
| Employer contribution / active EE | $634 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $3,672 | $3,780-2.9% | $5,633-34.8% | $3,740-1.8% |
| Admin fee / account holder | $594 | $4,513-86.8% | $9,502-93.7% | $5,306-88.8% |