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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 | $14,986 | $86,330-82.6% | $121,871-87.7% | $94,015-84.1% |
| Participation rate | 54.3% | 66.7%-12.4pp | 73.2%-18.9pp | 70.8%-16.5pp |
| Annual return | 21.14% | 14.95%+6.2pp | 13.57%+7.6pp | 17.84%+3.3pp |
| Employer contribution / active EE | $1,140 | $2,292-50.3% | $2,731-58.3% | $2,790-59.1% |
| Participant deferral / active EE | $1,320 | $3,146-58.1% | $4,318-69.4% | $4,249-68.9% |
| Admin fee / account holder | $1,104 | $7,346-85.0% | $11,551-90.4% | $8,951-87.7% |