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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 | $18,178 | $81,446-77.7% | $103,374-82.4% | $80,874-77.5% |
| Participation rate | 68.0% | 66.9%+1.1pp | 74.5%-6.5pp | 67.6%+0.4pp |
| Annual return | 17.19% | 25.57%-8.4pp | 24.89%-7.7pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,692 | $3,107-45.6% | $3,869-56.3% | $2,756-38.6% |
| Participant deferral / active EE | $3,739 | $3,870-3.4% | $5,058-26.1% | $4,297-13.0% |
| Admin fee / account holder | $302 | $6,715-95.5% | $8,394-96.4% | $6,935-95.7% |