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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 | $13,028 | $76,551-83.0% | $123,894-89.5% | $62,881-79.3% |
| Participation rate | 68.1% | 73.0%-4.9pp | 81.4%-13.3pp | 69.3%-1.2pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,142 | $2,882-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $3,486 | $4,840-28.0% | $5,984-41.7% | $3,203+8.8% |
| Admin fee / account holder | $1,630 | $4,826-66.2% | $8,357-80.5% | $4,296-62.0% |