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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 | $13,229 | $63,845-79.3% | $81,370-83.7% | $80,959-83.7% |
| Participation rate | 47.1% | 63.9%-16.8pp | 69.5%-22.5pp | 67.7%-20.6pp |
| Annual return | 25.84% | 16.37%+9.5pp | 24.85%+1.0pp | 35.67%-9.8pp |
| Employer contribution / active EE | $974 | $1,980-50.8% | $2,464-60.5% | $2,757-64.7% |
| Participant deferral / active EE | $1,821 | $3,093-41.1% | $3,885-53.1% | $4,300-57.6% |
| Admin fee / account holder | $1,761 | $5,688-69.0% | $5,749-69.4% | $6,925-74.6% |