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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 | $17,898 | $67,606-73.5% | $82,313-78.3% | $70,124-74.5% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,869 | $1,755+6.5% | $2,428-23.0% | $2,342-20.2% |
| Participant deferral / active EE | $2,878 | $2,987-3.7% | $3,706-22.3% | $3,332-13.6% |
| Admin fee / account holder | $1,087 | $4,512-75.9% | $5,608-80.6% | $4,645-76.6% |