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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 | $15,152 | $52,580-71.2% | $71,671-78.9% | $70,126-78.4% |
| Participation rate | 54.1% | 60.9%-6.8pp | 68.7%-14.7pp | 69.5%-15.5pp |
| Annual return | 15.66% | 20.25%-4.6pp | 20.65%-5.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,680 | $1,616+4.0% | $2,460-31.7% | $2,343-28.3% |
| Participant deferral / active EE | $2,920 | $2,386+22.4% | $3,438-15.1% | $3,332-12.4% |
| Admin fee / account holder | $485 | $3,653-86.7% | $5,558-91.3% | $4,645-89.6% |