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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 | $13,232 | $95,453-86.1% | $112,040-88.2% | $82,448-84.0% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,231 | $2,318-46.9% | $2,954-58.3% | $2,551-51.7% |
| Participant deferral / active EE | $3,446 | $4,224-18.4% | $5,098-32.4% | $4,139-16.8% |
| Admin fee / account holder | $10,272 | $9,013+14.0% | $12,098-15.1% | $7,234+42.0% |