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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 | $19,157 | $81,487-76.5% | $102,412-81.3% | $80,935-76.3% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.7%-2.1pp |
| Annual return | 19.25% | 25.60%-6.3pp | 24.94%-5.7pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,503 | $3,103-51.6% | $3,870-61.2% | $2,757-45.5% |
| Participant deferral / active EE | $3,104 | $3,871-19.8% | $5,060-38.7% | $4,299-27.8% |
| Admin fee / account holder | $454 | $6,717-93.2% | $8,388-94.6% | $6,924-93.4% |