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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 | $13,397 | $87,060-84.6% | $105,591-87.3% | $80,911-83.4% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.5pp | 67.6%-5.8pp |
| Annual return | 16.90% | 17.05%-0.2pp | 116.43%-99.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,789 | $2,396-25.3% | $3,166-43.5% | $2,756-35.1% |
| Participant deferral / active EE | $2,445 | $3,986-38.7% | $5,008-51.2% | $4,297-43.1% |
| Admin fee / account holder | $456 | $8,442-94.6% | $11,024-95.9% | $6,935-93.4% |