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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 | $14,994 | $72,492-79.3% | $87,104-82.8% | $72,975-79.5% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 18.74% | 24.46%-5.7pp | 28.19%-9.5pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,068 | $1,894-43.6% | $2,521-57.6% | $2,440-56.2% |
| Participant deferral / active EE | $2,324 | $3,270-28.9% | $4,048-42.6% | $3,608-35.6% |
| Admin fee / account holder | $663 | $5,055-86.9% | $7,491-91.2% | $5,124-87.1% |