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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 | $13,998 | $76,834-81.8% | $108,359-87.1% | $87,485-84.0% |
| Participation rate | 66.7% | 61.7%+4.9pp | 70.1%-3.5pp | 68.9%-2.3pp |
| Annual return | 16.60% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,390 | $1,556-10.7% | $2,399-42.1% | $2,596-46.4% |
| Participant deferral / active EE | $1,835 | $3,100-40.8% | $4,137-55.6% | $4,274-57.1% |
| Admin fee / account holder | $3,665 | $6,537-43.9% | $9,741-62.4% | $7,775-52.9% |