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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 | $14,669 | $72,027-79.6% | $185,861-92.1% | $79,856-81.6% |
| Participation rate | 61.8% | 65.8%-4.0pp | 78.0%-16.3pp | 69.6%-7.9pp |
| Annual return | 18.52% | 23.13%-4.6pp | 35.96%-17.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,252 | $1,965-36.3% | $4,088-69.4% | $2,471-49.3% |
| Participant deferral / active EE | $1,813 | $3,780-52.0% | $5,634-67.8% | $3,741-51.5% |
| Admin fee / account holder | $640 | $4,513-85.8% | $9,503-93.3% | $5,306-87.9% |