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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 | $14,390 | $86,940-83.4% | $102,434-86.0% | $80,935-82.2% |
| Participation rate | 65.3% | 72.4%-7.1pp | 76.5%-11.2pp | 67.7%-2.4pp |
| Annual return | 14.37% | 18.89%-4.5pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,236 | $2,370-47.8% | $3,023-59.1% | $2,757-55.2% |
| Participant deferral / active EE | $2,378 | $4,121-42.3% | $5,055-53.0% | $4,299-44.7% |
| Admin fee / account holder | $2,493 | $8,047-69.0% | $9,462-73.6% | $6,924-64.0% |