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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 | $18,689 | $72,269-74.1% | $101,271-81.5% | $79,852-76.6% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.8%-12.4pp | 69.6%-6.2pp |
| Annual return | 16.82% | 22.29%-5.5pp | 46.48%-29.7pp | 31.72%-14.9pp |
| Employer contribution / active EE | $802 | $2,692-70.2% | $3,660-78.1% | $2,471-67.6% |
| Participant deferral / active EE | $1,601 | $3,282-51.2% | $4,371-63.4% | $3,740-57.2% |
| Admin fee / account holder | $890 | $4,401-79.8% | $5,948-85.0% | $5,306-83.2% |