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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 | $14,054 | $95,453-85.3% | $112,040-87.5% | $82,448-83.0% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 17.32% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,165 | $2,318-49.7% | $2,954-60.6% | $2,551-54.3% |
| Participant deferral / active EE | $2,175 | $4,224-48.5% | $5,098-57.3% | $4,139-47.5% |
| Admin fee / account holder | $1,082 | $9,013-88.0% | $12,098-91.1% | $7,234-85.0% |