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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 | $15,147 | $100,194-84.9% | $122,979-87.7% | $86,983-82.6% |
| Participation rate | 67.5% | 73.0%-5.4pp | 77.2%-9.7pp | 69.5%-2.0pp |
| Annual return | 20.01% | 16.47%+3.5pp | 20.12%-0.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,415 | $2,326-39.2% | $3,062-53.8% | $2,584-45.3% |
| Participant deferral / active EE | $2,132 | $4,133-48.4% | $5,003-57.4% | $4,194-49.2% |
| Admin fee / account holder | $836 | $10,148-91.8% | $12,864-93.5% | $7,856-89.4% |