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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 | $13,824 | $59,804-76.9% | $81,982-83.1% | $79,856-82.7% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.3%-0.5pp | 69.6%-0.9pp |
| Annual return | 36.56% | 17.56%+19.0pp | 41.31%-4.8pp | 31.71%+4.8pp |
| Employer contribution / active EE | $1,607 | $1,713-6.2% | $2,498-35.7% | $2,471-35.0% |
| Participant deferral / active EE | $1,799 | $2,695-33.3% | $3,722-51.7% | $3,741-51.9% |
| Admin fee / account holder | $1,011 | $4,288-76.4% | $5,665-82.2% | $5,306-81.0% |