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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 | $13,960 | $71,197-80.4% | $93,669-85.1% | $80,925-82.7% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.7%-22.5pp |
| Annual return | 16.61% | 11.27%+5.3pp | 133.59%-117.0pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,102 | $1,565-29.6% | $2,424-54.5% | $2,756-60.0% |
| Participant deferral / active EE | $2,588 | $4,036-35.9% | $4,416-41.4% | $4,299-39.8% |
| Admin fee / account holder | $4,257 | $6,959-38.8% | $8,291-48.7% | $6,940-38.7% |