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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 | $13,012 | $78,015-83.3% | $178,505-92.7% | $80,959-83.9% |
| Participation rate | 57.7% | 65.7%-8.0pp | 77.1%-19.4pp | 67.7%-10.0pp |
| Annual return | 12.55% | 18.10%-5.5pp | 27.16%-14.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $553 | $2,281-75.8% | $3,955-86.0% | $2,757-79.9% |
| Participant deferral / active EE | $1,970 | $4,406-55.3% | $6,280-68.6% | $4,300-54.2% |
| Admin fee / account holder | $7,148 | $7,160-0.2% | $10,428-31.5% | $6,925+3.2% |