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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 | $17,396 | $62,589-72.2% | $76,768-77.3% | $64,173-72.9% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.3pp | 69.6%-9.9pp |
| Annual return | 24.21% | -1.95%+26.2pp | 2.43%+21.8pp | 7.63%+16.6pp |
| Employer contribution / active EE | $1,243 | $1,832-32.2% | $2,485-50.0% | $2,381-47.8% |
| Participant deferral / active EE | $2,460 | $3,145-21.8% | $3,852-36.1% | $3,470-29.1% |
| Admin fee / account holder | $963 | $4,667-79.4% | $6,675-85.6% | $4,887-80.3% |