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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 | $14,141 | $77,472-81.7% | $100,392-85.9% | $80,935-82.5% |
| Participation rate | 65.9% | 76.9%-11.0pp | 81.5%-15.6pp | 67.7%-1.8pp |
| Annual return | 31.22% | 37.26%-6.0pp | 49.45%-18.2pp | 35.66%-4.4pp |
| Employer contribution / active EE | $1,946 | $2,800-30.5% | $3,941-50.6% | $2,757-29.4% |
| Participant deferral / active EE | $3,112 | $6,818-54.4% | $8,090-61.5% | $4,299-27.6% |
| Admin fee / account holder | $395 | $5,885-93.3% | $7,904-95.0% | $6,924-94.3% |