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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 | $17,967 | $86,949-79.3% | $102,460-82.5% | $80,959-77.8% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.7%+2.1pp |
| Annual return | 13.72% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,128 | $2,370-52.4% | $3,025-62.7% | $2,757-59.1% |
| Participant deferral / active EE | $1,991 | $4,121-51.7% | $5,056-60.6% | $4,300-53.7% |
| Admin fee / account holder | $1,153 | $8,048-85.7% | $9,460-87.8% | $6,925-83.3% |