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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 | $13,576 | $81,487-83.3% | $102,412-86.7% | $80,935-83.2% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.7%-3.2pp |
| Annual return | 17.01% | 25.60%-8.6pp | 24.94%-7.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,484 | $3,103-19.9% | $3,870-35.8% | $2,757-9.9% |
| Participant deferral / active EE | $2,790 | $3,871-27.9% | $5,060-44.9% | $4,299-35.1% |
| Admin fee / account holder | $656 | $6,717-90.2% | $8,388-92.2% | $6,924-90.5% |