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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 | $14,410 | $59,804-75.9% | $81,982-82.4% | $79,856-82.0% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.3%0pp | 69.6%-0.4pp |
| Annual return | 31.07% | 17.56%+13.5pp | 41.31%-10.2pp | 31.71%-0.6pp |
| Employer contribution / active EE | $1,402 | $1,713-18.2% | $2,498-43.9% | $2,471-43.3% |
| Participant deferral / active EE | $2,864 | $2,695+6.3% | $3,722-23.1% | $3,741-23.4% |
| Admin fee / account holder | $1,567 | $4,288-63.5% | $5,665-72.3% | $5,306-70.5% |