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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 | $14,078 | $65,367-78.5% | $92,915-84.8% | $72,976-80.7% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 24.40% | 42.11%-17.7pp | 109.45%-85.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $787 | $2,594-69.7% | $3,653-78.5% | $2,440-67.7% |
| Participant deferral / active EE | $2,136 | $3,128-31.7% | $4,238-49.6% | $3,608-40.8% |
| Admin fee / account holder | $1,429 | $4,251-66.4% | $5,796-75.3% | $5,124-72.1% |