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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 | $17,314 | $81,457-78.7% | $103,378-83.3% | $80,911-78.6% |
| Participation rate | 63.2% | 66.8%-3.7pp | 74.5%-11.4pp | 67.6%-4.5pp |
| Annual return | 12.05% | 25.58%-13.5pp | 24.91%-12.9pp | 35.63%-23.6pp |
| Employer contribution / active EE | $3,126 | $3,107+0.6% | $3,870-19.2% | $2,756+13.4% |
| Participant deferral / active EE | $2,017 | $3,871-47.9% | $5,058-60.1% | $4,297-53.1% |
| Admin fee / account holder | $593 | $6,717-91.2% | $8,401-92.9% | $6,935-91.4% |