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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 | $15,838 | $86,940-81.8% | $102,434-84.5% | $80,935-80.4% |
| Participation rate | 68.7% | 72.4%-3.7pp | 76.5%-7.9pp | 67.7%+1.0pp |
| Annual return | 15.31% | 18.89%-3.6pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,377 | $2,370-41.9% | $3,023-54.4% | $2,757-50.0% |
| Participant deferral / active EE | $2,393 | $4,121-41.9% | $5,055-52.7% | $4,299-44.3% |
| Admin fee / account holder | $512 | $8,047-93.6% | $9,462-94.6% | $6,924-92.6% |