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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 | $16,803 | $60,349-72.2% | $74,184-77.3% | $62,881-73.3% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.7pp |
| Annual return | 5.31% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $403 | $1,680-76.0% | $2,370-83.0% | $2,281-82.3% |
| Participant deferral / active EE | $1,997 | $2,856-30.1% | $3,550-43.7% | $3,203-37.6% |
| Admin fee / account holder | $4,813 | $4,261+12.9% | $5,586-13.8% | $4,296+12.0% |