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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 | $18,494 | $138,386-86.6% | $184,260-90.0% | $80,935-77.1% |
| Participation rate | 68.0% | 83.9%-15.9pp | 86.8%-18.8pp | 67.7%+0.3pp |
| Annual return | 18.39% | 20.02%-1.6pp | 28.84%-10.5pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,580 | $4,851-46.8% | $6,427-59.9% | $2,757-6.4% |
| Participant deferral / active EE | $4,390 | $7,076-38.0% | $9,133-51.9% | $4,299+2.1% |
| Admin fee / account holder | $488 | $10,489-95.3% | $13,898-96.5% | $6,924-93.0% |