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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 | $13,986 | $71,197-80.4% | $93,669-85.1% | $80,925-82.7% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.7%-22.6pp |
| Annual return | 16.23% | 11.27%+5.0pp | 133.59%-117.4pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,467 | $1,565-6.3% | $2,424-39.5% | $2,756-46.8% |
| Participant deferral / active EE | $3,411 | $4,036-15.5% | $4,416-22.8% | $4,299-20.6% |
| Admin fee / account holder | $341 | $6,959-95.1% | $8,291-95.9% | $6,940-95.1% |