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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 | $21,239 | $60,349-64.8% | $74,184-71.4% | $62,881-66.2% |
| Participation rate | 46.4% | 72.7%-26.3pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | 6.50% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $425 | $1,680-74.7% | $2,370-82.1% | $2,281-81.4% |
| Participant deferral / active EE | $2,048 | $2,856-28.3% | $3,550-42.3% | $3,203-36.1% |
| Admin fee / account holder | $720 | $4,261-83.1% | $5,586-87.1% | $4,296-83.2% |