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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 | $12,278 | $60,349-79.7% | $74,184-83.4% | $62,881-80.5% |
| Participation rate | 69.6% | 72.7%-3.1pp | 76.6%-7.0pp | 69.3%+0.3pp |
| Annual return | 7.23% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,491 | $1,680-11.3% | $2,370-37.1% | $2,281-34.6% |
| Participant deferral / active EE | $2,140 | $2,856-25.1% | $3,550-39.7% | $3,203-33.2% |
| Admin fee / account holder | $528 | $4,261-87.6% | $5,586-90.6% | $4,296-87.7% |