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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 | $19,232 | $88,707-78.3% | $74,184-74.1% | $273,972-93.0% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.6%-22.5pp | 83.0%-28.8pp |
| Annual return | 7.42% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,432 | $3,159-23.0% | $2,370+2.6% | $4,869-50.1% |
| Participant deferral / active EE | $3,778 | $4,212-10.3% | $3,550+6.4% | $5,287-28.5% |
| Admin fee / account holder | $936 | $8,717-89.3% | $5,586-83.2% | $10,133-90.8% |