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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 | $14,619 | $65,364-77.6% | $92,909-84.3% | $72,975-80.0% |
| Participation rate | 56.8% | 68.3%-11.5pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 21.96% | 42.11%-20.1pp | 109.44%-87.5pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,800 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $2,609 | $3,128-16.6% | $4,238-38.4% | $3,608-27.7% |
| Admin fee / account holder | $3,650 | $4,251-14.1% | $5,795-37.0% | $5,124-28.8% |