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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 | $22,033 | $60,349-63.5% | $74,184-70.3% | $62,881-65.0% |
| Participation rate | 64.5% | 72.7%-8.2pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 6.55% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $486 | $1,680-71.1% | $2,370-79.5% | $2,281-78.7% |
| Participant deferral / active EE | $1,367 | $2,856-52.1% | $3,550-61.5% | $3,203-57.3% |
| Admin fee / account holder | $4,925 | $4,261+15.6% | $5,586-11.8% | $4,296+14.7% |