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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 | $17,789 | $77,574-77.1% | $108,753-83.6% | $86,983-79.5% |
| Participation rate | 67.4% | 62.3%+5.1pp | 71.1%-3.7pp | 69.5%-2.2pp |
| Annual return | 16.80% | 18.42%-1.6pp | 37.47%-20.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $305 | $1,611-81.1% | $2,427-87.4% | $2,584-88.2% |
| Participant deferral / active EE | $3,254 | $3,128+4.0% | $4,115-20.9% | $4,194-22.4% |
| Admin fee / account holder | $1,246 | $6,529-80.9% | $10,320-87.9% | $7,856-84.1% |