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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 | $15,096 | $58,493-74.2% | $84,023-82.0% | $72,976-79.3% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.0%-13.1pp | 69.5%-13.6pp |
| Annual return | 27.94% | 28.93%-1.0pp | 71.32%-43.4pp | 81.02%-53.1pp |
| Employer contribution / active EE | $671 | $1,163-42.3% | $1,984-66.2% | $2,440-72.5% |
| Participant deferral / active EE | $1,706 | $2,394-28.7% | $3,239-47.3% | $3,608-52.7% |
| Admin fee / account holder | $1,096 | $4,569-76.0% | $6,102-82.0% | $5,124-78.6% |