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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 | $18,342 | $67,595-72.9% | $186,193-90.1% | $64,340-71.5% |
| Participation rate | 60.4% | 51.9%+8.4pp | 77.1%-16.7pp | 55.2%+5.1pp |
| Annual return | 14.25% | 17.46%-3.2pp | 78.03%-63.8pp | 24.14%-9.9pp |
| Employer contribution / active EE | $473 | $1,513-68.7% | $3,918-87.9% | $1,862-74.6% |
| Participant deferral / active EE | $1,377 | $3,023-54.5% | $6,513-78.9% | $2,980-53.8% |
| Admin fee / account holder | $1,901 | $5,311-64.2% | $11,058-82.8% | $3,703-48.7% |