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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 | $17,563 | $67,602-74.0% | $82,312-78.7% | $70,126-75.0% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 15.87% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $987 | $1,755-43.7% | $2,428-59.3% | $2,343-57.9% |
| Participant deferral / active EE | $1,530 | $2,987-48.8% | $3,706-58.7% | $3,332-54.1% |
| Admin fee / account holder | $4,683 | $4,512+3.8% | $5,608-16.5% | $4,645+0.8% |