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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 | $97,550-85.6% | $120,344-88.3% | $87,485-83.9% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.7%-8.7pp | 68.9%-0.9pp |
| Annual return | 17.32% | 18.41%-1.1pp | 20.30%-3.0pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,165 | $2,291-49.1% | $3,020-61.4% | $2,596-55.1% |
| Participant deferral / active EE | $2,175 | $4,230-48.6% | $5,135-57.6% | $4,274-49.1% |
| Admin fee / account holder | $1,082 | $9,543-88.7% | $12,742-91.5% | $7,775-86.1% |