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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 | $15,316 | $76,551-80.0% | $123,894-87.6% | $62,881-75.6% |
| Participation rate | 65.7% | 73.0%-7.3pp | 81.4%-15.7pp | 69.3%-3.6pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,697 | $2,882-41.1% | $4,617-63.2% | $2,281-25.6% |
| Participant deferral / active EE | $2,674 | $4,840-44.7% | $5,984-55.3% | $3,203-16.5% |
| Admin fee / account holder | $558 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |