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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 | $17,075 | $71,208-76.0% | $93,681-81.8% | $80,911-78.9% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.5pp | 67.6%-5.4pp |
| Annual return | 14.83% | 11.27%+3.6pp | 133.47%-118.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $561 | $1,564-64.2% | $2,422-76.9% | $2,756-79.7% |
| Participant deferral / active EE | $2,906 | $4,035-28.0% | $4,415-34.2% | $4,297-32.4% |
| Admin fee / account holder | $3,309 | $6,951-52.4% | $8,290-60.1% | $6,935-52.3% |