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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 | $73,787-81.0% | $98,716-85.8% | $82,448-83.0% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 16.60% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,390 | $1,511-8.0% | $2,279-39.0% | $2,551-45.5% |
| Participant deferral / active EE | $1,835 | $3,081-40.5% | $4,048-54.7% | $4,139-55.7% |
| Admin fee / account holder | $3,665 | $6,500-43.6% | $8,703-57.9% | $7,234-49.3% |