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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 | $117,337-89.6% | $197,507-93.8% | $122,131-90.0% |
| Participation rate | 68.6% | 75.4%-6.8pp | 80.2%-11.6pp | 75.1%-6.5pp |
| Annual return | 17.76% | 13.57%+4.2pp | -4.87%+22.6pp | 16.17%+1.6pp |
| Employer contribution / active EE | $1,431 | $2,217-35.5% | $4,728-69.7% | $3,608-60.3% |
| Participant deferral / active EE | $2,966 | $3,863-23.2% | $4,383-32.3% | $3,892-23.8% |
| Admin fee / account holder | $2,537 | $16,833-84.9% | $18,594-86.4% | $11,586-78.1% |