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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 | $15,634 | $73,787-78.8% | $98,716-84.2% | $82,448-81.0% |
| Participation rate | 59.7% | 61.4%-1.7pp | 69.3%-9.6pp | 68.1%-8.3pp |
| Annual return | 16.38% | 18.57%-2.2pp | 31.81%-15.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,229 | $1,511-18.7% | $2,279-46.0% | $2,551-51.8% |
| Participant deferral / active EE | $2,391 | $3,081-22.4% | $4,048-40.9% | $4,139-42.2% |
| Admin fee / account holder | $1,073 | $6,500-83.5% | $8,703-87.7% | $7,234-85.2% |