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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 | $71,057-80.4% | $93,654-85.1% | $80,874-82.7% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 16.61% | 11.26%+5.4pp | 133.34%-116.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,102 | $1,564-29.5% | $2,421-54.5% | $2,756-60.0% |
| Participant deferral / active EE | $2,588 | $4,034-35.8% | $4,413-41.4% | $4,297-39.8% |
| Admin fee / account holder | $4,257 | $6,944-38.7% | $8,282-48.6% | $6,935-38.6% |