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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 | $14,938 | $48,364-69.1% | $71,796-79.2% | $62,881-76.2% |
| Participation rate | 40.2% | 60.6%-20.4pp | 69.1%-28.9pp | 69.3%-29.1pp |
| Annual return | 14.21% | 13.16%+1.0pp | 78.04%-63.8pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,083 | $1,042+3.9% | $1,924-43.7% | $2,281-52.5% |
| Participant deferral / active EE | $2,102 | $2,091+0.5% | $2,794-24.8% | $3,203-34.4% |
| Admin fee / account holder | $1,405 | $3,771-62.7% | $4,815-70.8% | $4,296-67.3% |