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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 | $18,736 | $51,708-63.8% | $106,619-82.4% | $62,881-70.2% |
| Participation rate | 68.1% | 66.9%+1.2pp | 78.0%-9.9pp | 69.3%-1.2pp |
| Annual return | 7.41% | 4.69%+2.7pp | 9.42%-2.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $511 | $1,764-71.0% | $3,947-87.1% | $2,281-77.6% |
| Participant deferral / active EE | $2,411 | $2,315+4.1% | $3,930-38.7% | $3,203-24.7% |
| Admin fee / account holder | $786 | $3,349-76.5% | $6,418-87.7% | $4,296-81.7% |