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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 | $15,421 | $81,487-81.1% | $102,412-84.9% | $80,935-80.9% |
| Participation rate | 62.2% | 66.8%-4.7pp | 74.5%-12.3pp | 67.7%-5.5pp |
| Annual return | 11.06% | 25.60%-14.5pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,671 | $3,103-46.2% | $3,870-56.8% | $2,757-39.4% |
| Participant deferral / active EE | $2,473 | $3,871-36.1% | $5,060-51.1% | $4,299-42.5% |
| Admin fee / account holder | $762 | $6,717-88.7% | $8,388-90.9% | $6,924-89.0% |