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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 | $17,861 | $65,322-72.7% | $70,462-74.7% | $73,493-75.7% |
| Participation rate | 62.9% | 77.0%-14.0pp | 75.1%-12.1pp | 70.7%-7.8pp |
| Annual return | 22.57% | 15.71%+6.9pp | 109.08%-86.5pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,524 | $2,460-38.0% | $2,737-44.3% | $2,270-32.9% |
| Participant deferral / active EE | $4,191 | $3,375+24.2% | $3,710+13.0% | $3,740+12.1% |
| Admin fee / account holder | $829 | $214+287.3% | $3,845-78.4% | $513+61.6% |