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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 | $10,081 | $48,076-79.0% | $78,690-87.2% | $62,891-84.0% |
| Participation rate | 63.9% | 65.2%-1.3pp | 73.6%-9.6pp | 69.3%-5.4pp |
| Annual return | 7.60% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $638 | $2,015-68.3% | $2,851-77.6% | $2,281-72.0% |
| Participant deferral / active EE | $1,231 | $2,588-52.4% | $3,517-65.0% | $3,203-61.6% |
| Admin fee / account holder | $2,122 | $3,207-33.8% | $4,511-53.0% | $4,296-50.6% |