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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 | $14,014 | $56,544-75.2% | $75,501-81.4% | $70,126-80.0% |
| Participation rate | 62.8% | 68.1%-5.3pp | 72.4%-9.6pp | 69.5%-6.7pp |
| Annual return | 18.63% | 23.59%-5.0pp | 27.35%-8.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,248 | $1,817-31.3% | $2,352-46.9% | $2,343-46.7% |
| Participant deferral / active EE | $2,173 | $2,580-15.8% | $3,142-30.8% | $3,332-34.8% |
| Admin fee / account holder | $651 | $3,827-83.0% | $5,801-88.8% | $4,645-86.0% |