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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 | $13,001 | $56,544-77.0% | $75,501-82.8% | $70,126-81.5% |
| Participation rate | 54.8% | 68.1%-13.4pp | 72.4%-17.6pp | 69.5%-14.8pp |
| Annual return | 18.43% | 23.59%-5.2pp | 27.35%-8.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,198 | $1,817-34.0% | $2,352-49.0% | $2,343-48.8% |
| Participant deferral / active EE | $2,647 | $2,580+2.6% | $3,142-15.8% | $3,332-20.6% |
| Admin fee / account holder | $1,348 | $3,827-64.8% | $5,801-76.8% | $4,645-71.0% |