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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 | $17,716 | $60,349-70.6% | $74,184-76.1% | $62,881-71.8% |
| Participation rate | 65.5% | 72.7%-7.2pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 8.69% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,349 | $1,680-19.7% | $2,370-43.1% | $2,281-40.8% |
| Participant deferral / active EE | $2,400 | $2,856-16.0% | $3,550-32.4% | $3,203-25.1% |
| Admin fee / account holder | $6,164 | $4,261+44.7% | $5,586+10.4% | $4,296+43.5% |