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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 | $15,130 | $64,359-76.5% | $90,161-83.2% | $70,126-78.4% |
| Participation rate | 57.9% | 70.4%-12.5pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 23.13% | 28.13%-5.0pp | 34.89%-11.8pp | 73.15%-50.0pp |
| Employer contribution / active EE | $2,166 | $2,046+5.9% | $3,318-34.7% | $2,343-7.5% |
| Participant deferral / active EE | $5,069 | $4,389+15.5% | $5,287-4.1% | $3,332+52.1% |
| Admin fee / account holder | $1,316 | $3,945-66.6% | $5,943-77.9% | $4,645-71.7% |