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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 | $100,194-86.8% | $122,979-89.2% | $86,983-84.8% |
| Participation rate | 65.5% | 73.0%-7.5pp | 77.2%-11.7pp | 69.5%-4.0pp |
| Annual return | 17.05% | 16.47%+0.6pp | 20.12%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,231 | $2,326-47.0% | $3,062-59.8% | $2,584-52.4% |
| Participant deferral / active EE | $3,446 | $4,133-16.6% | $5,003-31.1% | $4,194-17.8% |
| Admin fee / account holder | $10,272 | $10,148+1.2% | $12,864-20.2% | $7,856+30.8% |