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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 | $17,280 | $48,364-64.3% | $71,796-75.9% | $62,881-72.5% |
| Participation rate | 58.8% | 60.6%-1.8pp | 69.1%-10.3pp | 69.3%-10.5pp |
| Annual return | 6.54% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,270 | $1,042+21.9% | $1,924-34.0% | $2,281-44.3% |
| Participant deferral / active EE | $1,872 | $2,091-10.5% | $2,794-33.0% | $3,203-41.5% |
| Admin fee / account holder | $849 | $3,771-77.5% | $4,815-82.4% | $4,296-80.2% |