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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 | $15,096 | $87,059-82.7% | $105,608-85.7% | $80,925-81.3% |
| Participation rate | 58.5% | 70.4%-12.0pp | 75.3%-16.8pp | 67.7%-9.2pp |
| Annual return | 14.89% | 17.05%-2.2pp | 116.50%-101.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,170 | $2,396-51.2% | $3,167-63.1% | $2,756-57.6% |
| Participant deferral / active EE | $3,209 | $3,986-19.5% | $5,010-35.9% | $4,299-25.3% |
| Admin fee / account holder | $1,082 | $8,443-87.2% | $11,028-90.2% | $6,940-84.4% |