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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 | $19,006 | $48,364-60.7% | $71,796-73.5% | $62,881-69.8% |
| Participation rate | 64.0% | 60.6%+3.4pp | 69.1%-5.1pp | 69.3%-5.3pp |
| Annual return | 6.29% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $442 | $1,042-57.6% | $1,924-77.0% | $2,281-80.6% |
| Participant deferral / active EE | $1,176 | $2,091-43.8% | $2,794-57.9% | $3,203-63.3% |
| Admin fee / account holder | $3,251 | $3,771-13.8% | $4,815-32.5% | $4,296-24.3% |