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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 | $14,764 | $83,898-82.4% | $133,346-88.9% | $94,015-84.3% |
| Participation rate | 60.8% | 63.4%-2.6pp | 72.8%-12.1pp | 70.8%-10.0pp |
| Annual return | 16.99% | 16.00%+1.0pp | 36.85%-19.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $464 | $1,821-74.5% | $2,853-83.7% | $2,790-83.4% |
| Participant deferral / active EE | $1,445 | $3,245-55.5% | $4,332-66.7% | $4,249-66.0% |
| Admin fee / account holder | $3,132 | $7,809-59.9% | $14,264-78.0% | $8,951-65.0% |