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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 | $15,079 | $76,367-80.3% | $93,614-83.9% | $72,983-79.3% |
| Participation rate | 55.2% | 71.7%-16.6pp | 75.8%-20.7pp | 69.5%-14.3pp |
| Annual return | 25.64% | 25.82%-0.2pp | 32.76%-7.1pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,344 | $2,275-40.9% | $2,718-50.6% | $2,440-44.9% |
| Participant deferral / active EE | $2,025 | $3,538-42.8% | $4,069-50.2% | $3,608-43.9% |
| Admin fee / account holder | $467 | $6,838-93.2% | $7,889-94.1% | $5,124-90.9% |