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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 | $14,578 | $52,884-72.4% | $84,753-82.8% | $55,167-73.6% |
| Participation rate | 62.7% | 67.5%-4.8pp | 76.6%-13.8pp | 69.0%-6.2pp |
| Annual return | 11.51% | 18.03%-6.5pp | 22.78%-11.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $2,130 | $2,233-4.6% | $3,574-40.4% | $1,963+8.5% |
| Participant deferral / active EE | $3,498 | $2,644+32.3% | $3,712-5.8% | $3,054+14.5% |
| Admin fee / account holder | $483 | $581-16.8% | $5,333-90.9% | $504-4.2% |