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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 | $14,491 | $72,492-80.0% | $87,104-83.4% | $72,975-80.1% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 24.63% | 24.46%+0.2pp | 28.19%-3.6pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,250 | $1,894-34.0% | $2,521-50.4% | $2,440-48.8% |
| Participant deferral / active EE | $2,312 | $3,270-29.3% | $4,048-42.9% | $3,608-35.9% |
| Admin fee / account holder | $1,942 | $5,055-61.6% | $7,491-74.1% | $5,124-62.1% |