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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 | $12,202 | $131,167-90.7% | $259,274-95.3% | $131,167-90.7% |
| Participation rate | 68.6% | 70.6%-2.0pp | 77.9%-9.3pp | 70.6%-2.0pp |
| Annual return | 17.76% | 14.69%+3.1pp | -8.64%+26.4pp | 14.69%+3.1pp |
| Employer contribution / active EE | $1,431 | $3,654-60.8% | $5,859-75.6% | $3,654-60.8% |
| Participant deferral / active EE | $2,966 | $4,079-27.3% | $4,555-34.9% | $4,079-27.3% |
| Admin fee / account holder | $2,537 | $12,045-78.9% | $15,727-83.9% | $12,045-78.9% |