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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 | $12,866 | $56,894-77.4% | $84,753-84.8% | $62,881-79.5% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 22.33% | 6.30%+16.0pp | 22.78%-0.5pp | 20.14%+2.2pp |
| Employer contribution / active EE | $1,437 | $2,400-40.1% | $3,574-59.8% | $2,281-37.0% |
| Participant deferral / active EE | $2,982 | $2,709+10.1% | $3,712-19.7% | $3,203-6.9% |
| Admin fee / account holder | $1,840 | $3,581-48.6% | $5,333-65.5% | $4,296-57.2% |