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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 | $16,464 | $81,457-79.8% | $103,378-84.1% | $80,911-79.7% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 26.47% | 25.58%+0.9pp | 24.91%+1.6pp | 35.63%-9.2pp |
| Employer contribution / active EE | $1,328 | $3,107-57.3% | $3,870-65.7% | $2,756-51.8% |
| Participant deferral / active EE | $1,685 | $3,871-56.5% | $5,058-66.7% | $4,297-60.8% |
| Admin fee / account holder | $775 | $6,717-88.5% | $8,401-90.8% | $6,935-88.8% |