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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 | $74,535-79.0% | $100,712-84.5% | $82,637-81.1% |
| Participation rate | 59.7% | 61.2%-1.5pp | 69.3%-9.6pp | 68.1%-8.3pp |
| Annual return | 16.38% | 18.92%-2.5pp | 33.27%-16.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,229 | $1,503-18.2% | $2,313-46.8% | $2,552-51.8% |
| Participant deferral / active EE | $2,391 | $3,074-22.2% | $4,085-41.5% | $4,126-42.1% |
| Admin fee / account holder | $1,073 | $6,576-83.7% | $9,256-88.4% | $7,339-85.4% |