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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 | $15,516 | $81,777-81.0% | $148,496-89.6% | $69,733-77.7% |
| Participation rate | 65.4% | 70.9%-5.5pp | 76.0%-10.6pp | 62.5%+3.0pp |
| Annual return | 16.53% | 14.38%+2.2pp | 12.33%+4.2pp | 15.22%+1.3pp |
| Employer contribution / active EE | $694 | $2,488-72.1% | $3,497-80.1% | $2,250-69.1% |
| Participant deferral / active EE | $1,898 | $3,367-43.6% | $4,808-60.5% | $3,054-37.9% |
| Admin fee / account holder | $2,511 | $2,991-16.0% | $19,547-87.2% | $3,102-19.1% |