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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 | $14,066 | $54,541-74.2% | $78,778-82.1% | $70,126-79.9% |
| Participation rate | 58.0% | 60.8%-2.8pp | 69.2%-11.2pp | 69.5%-11.5pp |
| Annual return | 20.68% | 21.07%-0.4pp | 35.62%-14.9pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,603 | $1,089+47.3% | $1,986-19.3% | $2,343-31.6% |
| Participant deferral / active EE | $2,797 | $2,210+26.6% | $2,958-5.4% | $3,332-16.0% |
| Admin fee / account holder | $733 | $3,709-80.2% | $5,134-85.7% | $4,645-84.2% |