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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 | $18,937 | $58,493-67.6% | $84,023-77.5% | $72,976-74.1% |
| Participation rate | 60.5% | 61.2%-0.8pp | 69.0%-8.6pp | 69.5%-9.0pp |
| Annual return | 25.36% | 28.93%-3.6pp | 71.32%-46.0pp | 81.02%-55.7pp |
| Employer contribution / active EE | $1,132 | $1,163-2.7% | $1,984-43.0% | $2,440-53.6% |
| Participant deferral / active EE | $2,105 | $2,394-12.1% | $3,239-35.0% | $3,608-41.7% |
| Admin fee / account holder | $607 | $4,569-86.7% | $6,102-90.1% | $5,124-88.2% |