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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 | $12,740 | $97,550-86.9% | $120,344-89.4% | $87,485-85.4% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.7%-19.0pp | 68.9%-11.2pp |
| Annual return | 21.43% | 18.41%+3.0pp | 20.30%+1.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,275 | $2,291-44.4% | $3,020-57.8% | $2,596-50.9% |
| Participant deferral / active EE | $2,205 | $4,230-47.9% | $5,135-57.1% | $4,274-48.4% |
| Admin fee / account holder | $2,207 | $9,543-76.9% | $12,742-82.7% | $7,775-71.6% |