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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 | $23,189 | $67,602-65.7% | $82,312-71.8% | $70,126-66.9% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 15.34% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,401 | $1,755-20.2% | $2,428-42.3% | $2,343-40.2% |
| Participant deferral / active EE | $2,803 | $2,987-6.2% | $3,706-24.4% | $3,332-15.9% |
| Admin fee / account holder | $1,659 | $4,512-63.2% | $5,608-70.4% | $4,645-64.3% |