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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 | $19,092 | $81,504-76.6% | $102,437-81.4% | $80,959-76.4% |
| Participation rate | 66.0% | 66.9%-0.9pp | 74.5%-8.5pp | 67.7%-1.7pp |
| Annual return | 11.95% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,278 | $3,104-58.8% | $3,871-67.0% | $2,757-53.6% |
| Participant deferral / active EE | $2,623 | $3,871-32.2% | $5,060-48.2% | $4,300-39.0% |
| Admin fee / account holder | $4,634 | $6,719-31.0% | $8,388-44.8% | $6,925-33.1% |