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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 | $14,701 | $56,544-74.0% | $75,501-80.5% | $70,126-79.0% |
| Participation rate | 61.5% | 68.1%-6.6pp | 72.4%-10.8pp | 69.5%-8.0pp |
| Annual return | 25.23% | 23.59%+1.6pp | 27.35%-2.1pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,071 | $1,817-41.0% | $2,352-54.5% | $2,343-54.3% |
| Participant deferral / active EE | $2,329 | $2,580-9.7% | $3,142-25.9% | $3,332-30.1% |
| Admin fee / account holder | $585 | $3,827-84.7% | $5,801-89.9% | $4,645-87.4% |