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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 | $20,688 | $65,027-68.2% | $90,970-77.3% | $79,852-74.1% |
| Participation rate | 62.7% | 61.6%+1.1pp | 69.0%-6.3pp | 69.6%-6.9pp |
| Annual return | 15.89% | 30.45%-14.6pp | 134.58%-118.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,198 | $1,247-4.0% | $2,122-43.6% | $2,471-51.5% |
| Participant deferral / active EE | $1,833 | $2,512-27.0% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $3,268 | $4,535-28.0% | $5,960-45.2% | $5,306-38.4% |