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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 | $14,654 | $76,834-80.9% | $108,359-86.5% | $87,485-83.2% |
| Participation rate | 53.1% | 61.7%-8.6pp | 70.1%-17.0pp | 68.9%-15.8pp |
| Annual return | 19.53% | 19.09%+0.4pp | 36.89%-17.4pp | 26.06%-6.5pp |
| Employer contribution / active EE | $985 | $1,556-36.7% | $2,399-59.0% | $2,596-62.1% |
| Participant deferral / active EE | $1,658 | $3,100-46.5% | $4,137-59.9% | $4,274-61.2% |
| Admin fee / account holder | $571 | $6,537-91.3% | $9,741-94.1% | $7,775-92.7% |